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Brooke Summerhill

Brooke Summerhill

FACET
Friday Harbor, WA
CRD#: 6161015
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Brooke Summerhill
Brooke SummerhillFACET

Professional summary

Brooke Summerhill, CFP®, who also goes by Livi Brooke Jarboe, Olivia Brooke Jarboe, Olivia Brooke Summerhill, is a registered financial advisor currently at FACET located in Friday Harbor, Washington.

Brooke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brooke has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 99 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Livi Brooke Jarboe | Olivia Brooke Jarboe | Olivia Brooke Summerhill

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brooke Summerhill's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

June 17, 2026 - Present

FACET

RIA
CRD#: 285961
Friday Harbor, WA
Past

November 11, 2016 - March 27, 2020

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
MERCER ISLAND, WA
Past

August 16, 2016 - July 27, 2020

NORTHWEST ASSET MANAGEMENT

RIA
CRD#: 147923
MERCER ISLAND, WA
Past

March 26, 2013 - May 3, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BELLINGHAM, WA

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".
FA
FACET
FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767

RIA
Registered Investment Advisory firm - (12/15/2016 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.

Highlighted states indicate IAR registrations

IAR
Texas
(6/17/2026)
IAR
Washington
(6/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/16/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/2/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 1/11/2017
Operations Professional Examination
General Industry/Product Exam
RR
Series 6
Date: 3/25/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FACET
FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767

RIA
Registered Investment Advisory firm - (12/15/2016 Approved)
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Contact information

Main Address
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411
Mailing Address
Phone number
(443) 376-6222
Established
Firm type
Fiscal year end
# of Employees
168

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts39,720
AUM (Assets Under Management)$ 6,037,907,630

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2025
Cover Page
Report

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.

Company Information

FACET

CRD#: 285961Friday Harbor, WA

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