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Jerry B

Series 63, Series 65

Macomb, IL

OSAIC

Jerry Brookhart is a financial advisor at OSAIC with 20 years of industry experience. He previously worked at Woodbury Financial Services and Purdum Gray Ingledue, Inc. Outside of his advisory work, he is involved in community service as a regional president for Rotary International and serves as a trustee for Emmett Township. He is also active in local agricultural education through the FFA Alumni organization and serves as a deacon at Scotland Trinity Presbyterian Church. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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