Investment adviser representative · Aldrich Wealth LP
Jarrod T. Brooksher
CRD 6598298 · San Diego, CA
At a glance
Jarrod T. Brooksher is an investment adviser representative with Aldrich Wealth LP in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jarrod’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Aldrich Wealth LPSince June 2025San Diego, CA · $7.6B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jarrod’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Aldrich Wealth LP
- Kevin S. BarchusLake Oswego · Personal Financial Specialist
- Tavin L. BlairKennewick
- Kayla K. CookLake Oswego · Certified Financial Planner
- Marcus W. DavidLake Oswego
- Jackson O. DavisLake Oswego · Certified Financial Planner
- Luan D. DollensLake Oswego
- Grace I. HorneckerLake Oswego
- Daniel J. HorowitzLake Oswego
Every advisor at Aldrich Wealth LP →Aldrich Wealth LP: assets, clients and custodians →Financial advisors in San Diego, CA →Advisor Moves: who changed firms this week →