Jamilah Mccluney
Investment adviser representative at Brookwood Investment Group
17 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Brookwood Investment GroupJan 2025 to now
- Redwood Private Wealth LLCApr 2022 to now
- Redwood Tax SpecialistsJan 2022 to now
- Black Wealth Financial, LLCJan 2021 to now
- Jamilah MccluneyJan 2017 to now
- Blue Ocean Capital ManagementAug 2021 to Apr 2022
- Virtue Capital ManagementApr 2021 to Aug 2021
- Belpointe Asset ManagementJan 2021 to Apr 2021
- Money MdSep 2009 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7326476
- Firm CRD
- 316544