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Jonathan Christopher Brooks

PRESTON CAPITAL LLC·ALISO VIEJO, California
Clean recordPRESTON CAPITAL LLC
120 VANTIS, ALISO VIEJO, CA 92656CRD# 7810049Firm CRD# 328417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Christopher Brooks · ALISO VIEJO, CA
Registration
CRD #7810049 · PRESTON CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Christopher Brooks is a registered financial advisor based in ALISO VIEJO, California, affiliated with PRESTON CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PRESTON CAPITAL LLC
PRESTON CAPITAL
AUM
$1.0B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at PRESTON CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7810049
Firm CRD# 328417
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Christopher Brooks offer?
Jonathan Christopher Brooks specializes in Retirement Planning. Contact their office in ALISO VIEJO, California for a consultation.
What are Jonathan Christopher Brooks's credentials?
Jonathan Christopher Brooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Christopher Brooks located?
Jonathan Christopher Brooks is based in ALISO VIEJO, California, working with PRESTON CAPITAL LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Jonathan Christopher Brooks charge for services?
Jonathan Christopher Brooks's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRESTON CAPITAL LLC?
PRESTON CAPITAL LLC has approximately 19 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRESTON CAPITAL LLC

David Franklin Posnick
ALISO VIEJO, CA
Christopher Michael Caputo
ALISO VIEJO, CA
Jonathan James Nelson
ALISO VIEJO, CA
William Jonathan Hogan
ALISO VIEJO, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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