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Jason Travis Brooke

Advisor at J.P. Morgan Securities — Mt Gilead, OH

Updated today

Credentials

Series 66

Experience

20 years

Location

Mt Gilead, OH 43338

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,226

Across 3,601 offices

Clients per advisor

87 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Jason Brooke is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMORGAN Chase Bank, N.A. since 2004. Outside of his advisory role, he serves as a baseball and basketball official for the Ohio High School Athletic Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due diligence framework.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Mt Gilead, OH

16 N. Main Street

Mt Gilead OH 43338

Advisors at this office

1

Most active in

Ohio · Texas

Work history

20 years of industry experience

J.P. Morgan Securities

2012 - Present • 14 years

Mount Gilead, OH

Ohio High School Athletic Association

2011 - Present • 15 years

Columbus, OH

JPMORGAN Chase Bank, N.A.

2004 - Present • 22 years

Mount Gilead, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christine L

CFP®

Lexington, OH

Minerva Planning Group

Christine Larson Postel is a CFP® professional with 18 years of industry experience. She has been with Minerva Planning Group since 2025 and previously worked at Pinnacle Advisors for 21 years. Minerva Planning Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and other advisors. The firm manages approximately $237 million across 122 client relationships, offering discretionary investment management and financial planning with a customized, long-term investment approach focused on diversified portfolios of mutual funds and ETFs.

Passive / index investing General retirement planning Income planning Wealth management

Michael S

Series 66

Marion, OH

Edward Jones

Michael Skaggs is a financial advisor at Edward Jones in Marion, Ohio, holding a Series 66 registration with one year of industry experience. He previously worked for Kokosing, Inc. for ten years. Outside of advising, he is the sole proprietor of a family farm in Bucyrus, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Retired Founder/Business Owner Executive
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Andrew B

Series 66

Mount Gilead, OH

Edward Jones

Andrew Bower is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of his advisory role, he operates a commercial rental property business in Mount Gilead, Ohio. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel W

Series 63, Series 65

Marion, OH

STIFEL

Daniel Wigton is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel since 2009. Daniel serves on The Ohio State University at Marion Alumni Advisory Board. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning

Justin P

Series 66

Cardington, OH

Fidelity

Justin Parisi is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has spent 17 years assisting clients in defining and pursuing their financial goals, working with a range of clients including families, non-profits, endowments, and corporations. His professional experience includes roles such as Senior Financial Consultant for High Net Worth Families and Endowments at Manning & Napier Advisors from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2014 to 2020, and Regional Internal Consultant for Retirement Plans at Mutual Of Omaha and Nationwide Financial between 2008 and 2014. Justin's background supports his approach to addressing complex financial situations with customized strategies. Outside of his professional career, Justin enjoys boating, camping, classic cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.

Wealth management Retirement income strategy Annuities Charitable giving & philanthropy Multi-generational wealth transfer
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Jeffrey H

Series 63, Series 66

Lexington, OH

Edward Jones

Jeffrey Hite is a financial advisor at Edward Jones in Lexington, Ohio, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2013. 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 with a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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