Jade Michael Brookreson
Investment adviser representative at Financial Symmetry Inc.
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
22 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
Experience
11 years in the industry.
- Financial Symmetry Inc.Oct 2023 to now
- Darden RestaurantsNov 2019 to now
- State Employees' Credit UnionAug 2022 to Oct 2022
- North Carolina State UniversityJan 2021 to May 2023
- Wake Technical Community CollegeJun 2019 to Dec 2020
- Common GroundsMar 2019 to Mar 2020
- KidtowneMar 2019 to Oct 2019
- Chick-fil-aJul 2018 to Jan 2019
- Pizza HutAug 2017 to Oct 2017
- Apex Friendship High SchoolAug 2015 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Financial Symmetry Inc.
Legal name: Financial Symmetry Incorporated
$1.5BAssets managed
873Clients
16Advisers
22 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
- 7960868
- Firm CRD
- 118443