JB
Jason E. Brooks
EAGLE STRATEGIES LLC
FARMINGTON HILLS, MI 48334
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CRD#: 2331005
JB
Professional summary
Jason Eric Brooks, ChFC®, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Farmington Hills, Michigan and NYLIFE SECURITIES LLC located in Farmington Hills, Michigan.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jason has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA BROOKS FINANCIAL; OWNER; INSURANCE AGENC;Y BROKERAGE SELLS INSURANCE.] [TORREY RIDGE SUB HOMEOWNERS ASSOCIATION BOARD; NOT INVESTMENT RELATED; 30600 NORTHWESTERN HWY. SUITE #200, FARMINGTON HILLS, MI 48334; BOARD MEMBER; DEALING WITH MAINTENANCE ISSUES RELATED TO THE SUBDIVISION.] [NORTH SCHUSS VILLAGE HOMEOWNERS ASSOCIATION; NON INVESTMENT RELATED; HOMEOWNERS ASSOCIATION; C/O SHANTY CREEK ACCOUNTING, 5780 SHANTY CREEK ROAD, BELLAIRE, MI 49615,; 01/01/2012; BOARD MEMBER; MAINTENANCE OF THE NORTH SCHUSS VILLAGE SUBDIVISION, HELP MAKE DECISIONS ABOUT THE MAINTENANCE OF THE NORTH SCHUSS VILLAGE SUBDIVISION] [INSURANCE CONSULTING ASSOCIATES LLC (ICA); INV RELATED; 30600 Northwestern Hwy. Suite 200 Farmington Hills, MI 48334; LLC TO MERGE GROUP INSURANCE BUSINESS BOOKS; MEMBER; 01/01/2013, AGENTS MERGING BOOKS OF BUSINESS TO MAXIMIZE CARRIER RELATIONSHIPS AND PROVIDE BETTER CLIENT REPRESENTATION; PASS THROUGH ENTITY] [PROPERTY AND CASUALTY SALES; P & C LICENSE COMMISSIONS ONLY RUNNING THROUGH BROOKS FINANCIAL FOR ESTATE AND TAX PLANNING; 30600 NORTHWESTERN HWY, SUITE 200 FARMINGTON HILLS, MI 48334; START DATE 08/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Animated Ark LLC; Investment in an animated movie project.; Unified Pictures, 19773 Bahama St. Northride CA, 91324; Start Date 10/2017; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [ORT America Michigan Chapter;6375 Telegraph Road, Suite 350, Bloomfield Hills, MI 48301; board member; non investment related; stat date 01/2017; 1 hour per month;Act as a board member, providing input on fundraisers and community activities] [Millenium Properties, LLC ; Passive investors in real estate including rental properties as well as other private equity opportunities. 220 Ada Fulton Market, Meadowbrook Marketplalce, The Scott, Bowie Commons, Planet Fitmex, Fulton Market District, 5400 old , Oak Park Commons; 30600 Northwetsern Hwy, Suite 200, Farmington Hills, MI 48334; Start Date 11/2003; Role/Title: Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Jason Eric Brooks's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 28, 2010 - Present
EAGLE STRATEGIES LLC
Office #1: 30600 Northwestern Highway Suite 305, Farmington Hills, MI 48334RIA
CRD#: 110826
FARMINGTON HILLS, MI
Current
July 23, 1993 - Present
NYLIFE SECURITIES LLC
Office #1: 30600 Northwestern Highway Suite 200, Farmington Hills, MI 48334BD
CRD#: 5167
Farmington Hills, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/12/2022)
RR
Arkansas(9/23/2022)
RR
California(9/15/1997)
RR
Colorado(4/1/2025)
RR
Connecticut(8/2/2022)
RR
Florida(9/10/1996)
RR
Georgia(5/27/2025)
RR
Idaho(3/5/2021)
RR
Illinois(3/29/1994)
RR
Indiana(12/1/1998)
RR
Iowa(6/22/2004)
RR
Maryland(1/13/2004)
RR
Michigan(7/23/1993)
IAR
Michigan(5/28/2010)
RR
Minnesota(9/22/2004)
RR
New Jersey(9/17/1997)
RR
New York(12/1/1998)
RR
North Carolina(10/29/2002)
RR
Ohio(7/10/2000)
RR
Oregon(10/28/2002)
RR
Pennsylvania(12/1/2005)
RR
Texas(2/1/2005)
RR
Vermont(10/9/2000)
RR
Wisconsin(6/22/2004)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
