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President and Chief Compliance Officer · Indelible Wealth Group

Jason M. Brooks

CRD 4225460 · Named on Form ADV at one SEC-registered adviser

At a glance

Indelible Wealth Group, an SEC-registered wealth manager with $156 million in regulatory assets, lists Jason M. Brooks on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Indelible Wealth GroupPresident and Chief Compliance OfficerWealth manager · United States · $156M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.