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Brooke M. Wolverton

JACOBSON & SCHMITT ADVISORS
South Jordan, UT
Some features on this profile are disabled
CRD#: 7509966
BW

Professional summary

Brooke Marie Wolverton is a registered financial advisor currently at JACOBSON & SCHMITT ADVISORS, LLC located in South Jordan, Utah.

Brooke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brooke has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brooke Marie Wolverton'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®
None

Experience

Current

September 17, 2022 - Present

JACOBSON & SCHMITT ADVISORS, LLC

RIA
CRD#: 140431
South Jordan, UT

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".
JACOBSON & SCHMITT ADVISORS, LLC
JACOBSON & SCHMITT ADVISORS, LLC
JACOBSON & SCHMITT ADVISORS, LLC

CRD#: 140431 / SEC#: 801-66735

RIA
Registered Investment Advisory firm - (5/25/2006 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
Utah
(9/27/2023)
IAR
Wisconsin
(9/17/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/17/2022
Uniform Investment Adviser Law Examination

Current Firm

JACOBSON & SCHMITT ADVISORS, LLC
JACOBSON & SCHMITT ADVISORS, LLC
JACOBSON & SCHMITT ADVISORS, LLC

CRD#: 140431 / SEC#: 801-66735

RIA
Registered Investment Advisory firm - (5/25/2006 Approved)
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Contact information

Main Address
8333 Greenway Blvd Suite 330, Middleton, WI 53562
Mailing Address
Phone number
(608) 662-7500
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JACOBSON & SCHMITT DISCLOSURE BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts1,149
AUM (Assets Under Management)$ 589,962,622

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

JACOBSON & SCHMITT ADVISORS, LLC

JACOBSON & SCHMITT ADVISORS, LLC

CRD#: 140431South Jordan, UT

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