Debra Brooks
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alice, TX 78332
Credentials
CFP®, Series 63, Series 66
Industry experience
30 years
About
Debra Brooks is a CFP®-designated financial advisor with Edward Jones, based in Alice, TX, and has 30 years of industry experience. She has worked at Edward Jones since 1999 and was previously with Norwest Investment Services, Inc. since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
General retirement planning
Wealth management
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
1629 East Main Street Suite A
Alice, TX 78332
Most active in
Debra B has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
1999 - Present (27 years)
Norwest Investment Services, Inc.
1996 - Present (30 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Katrina M
CFP®, ChFC®, Series 66
Alice, TX
Edward Jones
Katrina Morris is a CFP® and ChFC® with 12 years of industry experience, all of which she has spent at Edward Jones. She is also registered under the Series 66 designation. Outside of her advisory role, she serves as president of MorrisBuilt LLC, a holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Dennis W
Series 63, Series 66
Alice, TX
Edward Jones
Dennis Whitley is a financial advisor with Edward Jones in Alice, Texas, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Whitley serves on the board of directors for the local Alice P&S Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
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