Jerod N. Brockelman

EUBANK, HUTSON & ASSOCIATES

Plano, TX 75093

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CRD#: 6550328

Professional summary

Jerod Nicholas Brockelman, CFP® is a registered financial advisor currently at EUBANK, HUTSON & ASSOCIATES, LLC located in Plano, Texas.

Jerod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jerod has worked at 2 firms and has passed the Series 65 exam.

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.

ADDINGTON FINANCIAL GROUP, PO BOX 143 WINNSBORO, TX 75494, INVESTMENT-RELATED, START DATE-1/2018, FINANCIAL PLANNING AND INVESTMENT MANAGEMENT, TITLE-INVESTMENT ADVISER REPRESENTATIVE, 20 HOURS WORKED PER MONTH ALL DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerod Nicholas Brockelman'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

September 2, 2015 - Present

EUBANK, HUTSON & ASSOCIATES, LLC

Office #1: 5928 W. Parker Rd. Suite 1100, Plano, TX 75093

RIA

CRD#: 226519

Plano, TX

Past

January 26, 2018 - May 13, 2024

ADDINGTON FINANCIAL GROUP LLC

RIA

CRD#: 114584

CYPRESS SPRINGS VILLAGE, TX

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".

EUBANK, HUTSON & ASSOCIATES, LLC

CRD#: 226519 / SEC#: 801-96245

RIA

Registered Investment Advisory firm - (5/11/2015 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
(9/2/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/22/2015

Uniform Investment Adviser Law Examination

Current Firm

EUBANK, HUTSON & ASSOCIATES, LLC

CRD#: 226519 / SEC#: 801-96245

RIA

Registered Investment Advisory firm - (5/11/2015 Approved)

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Contact information

Main Address

5928 W. Parker Rd. Suite 1100, Plano, TX 75093

Mailing Address

Phone number

(972) 473-2244

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EUBANK, HUTSON & ASSOCIATES, LLC DISCLOSURE BROCHURE (1/23/2025)

Regulatory assets under management

Total Number of Accounts	554
AUM (Assets Under Management)	$ 138,943,927

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.

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Jerod N. Brockelman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerod Nicholas Brockelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

EUBANK, HUTSON & ASSOCIATES, LLC

ADDINGTON FINANCIAL GROUP LLC

Primary Firm SEC Registration

EUBANK, HUTSON & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2015

Current Firm

EUBANK, HUTSON & ASSOCIATES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EUBANK, HUTSON & ASSOCIATES, LLC

TRUST BUT VERIFY

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