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Jonathan Ryan Brooks

FAIRHAVEN FINANCIAL ADVISORY CORPORATION·EAST LANSING, Michigan
Series 65Clean record8 years registeredFAIRHAVEN FINANCIAL ADVISORY CORPORATION
1400 ABBOT ROAD, EAST LANSING, MI 48823CRD# 6696538Firm CRD# 124266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Ryan Brooks · EAST LANSING, MI
Registration
CRD #6696538 · FAIRHAVEN FINANCIAL ADVISORY CORPORATION · 8 years registered
Brand Profile
Not yet started
01

Career History

FAIRHAVEN FINANCIAL ADVISORY CORPORATION
Mar 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 7, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAIRHAVEN FINANCIAL ADVISORY CORPORATION
CRD 124266 · SEC 801-129226
AUM
$273M
Regulatory assets under management
Employees
7
994 client accounts
Services offered by FAIRHAVEN FINANCIAL ADVISORY CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FAIRHAVEN FINANCIAL ADVISORY CORPORATION →
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05

Frequently Asked Questions

What services does Jonathan Ryan Brooks offer?
Jonathan Ryan Brooks specializes in Financial Planning, Investment Management. Contact their office in EAST LANSING, Michigan for a consultation.
What are Jonathan Ryan Brooks's credentials?
Jonathan Ryan Brooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Ryan Brooks located?
Jonathan Ryan Brooks is based in EAST LANSING, Michigan, working with FAIRHAVEN FINANCIAL ADVISORY CORPORATION. Their office serves clients in the EAST LANSING metropolitan area and surrounding communities.
How does Jonathan Ryan Brooks charge for services?
Jonathan Ryan Brooks's firm is compensated through percentage of aum, hourly charges, subscription fees, other: teaching class & seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAIRHAVEN FINANCIAL ADVISORY CORPORATION?
FAIRHAVEN FINANCIAL ADVISORY CORPORATION has approximately 7 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAIRHAVEN FINANCIAL ADVISORY CORPORATION

Joshua Scott Roberds
EAST LANSING, MI
Joseph R Brooks
EAST LANSING, MI
ChFC
Rachel C Anderson
EAST LANSING, MI

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