Jarrod T. Brooksher
Professional summary
Jarrod Taylor Brooksher, CFP®, who also goes by Jarrod T Brooksher, Jarrod Brooksher, is a registered financial advisor currently at ALDRICH WEALTH LP located in San Diego, California.
Jarrod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jarrod has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jarrod Taylor Brooksher's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
June 27, 2025 - Present
ALDRICH WEALTH LP
Office #1: 7676 Hazard Center Drive, #550, San Diego, CA 92108Office #2: 1903 Wright Place #180, Carlsbad, CA 92008July 22, 2022 - June 25, 2025
SCHWAB WEALTH ADVISORY, INC.
July 22, 2022 - June 25, 2025
CHARLES SCHWAB & CO., INC.
July 16, 2021 - May 17, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 29, 2021 - May 12, 2022
FIDELITY BROKERAGE SERVICES LLC
May 22, 2017 - April 12, 2021
CHARLES SCHWAB & CO., INC.
June 14, 2016 - April 12, 2021
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
ALDRICH WEALTH LP
CRD#: 147200 / SEC#: 801-69190
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/27/2025)
Exams
Current Firm
ALDRICH WEALTH LP
CRD#: 147200 / SEC#: 801-69190
Contact information
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,435 |
| AUM (Assets Under Management) | $ 6,466,230,295 |
Red Flags
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