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Vice President, Corporate Secretary, Treasurer · Pacific Wealth Strategies Group, Inc.

Jeffery D. Brookshire

CRD 2964215 · Named on Form ADV at one SEC-registered adviser

At a glance

Pacific Wealth Strategies Group, Inc., an SEC-registered wealth manager based in Santa Barbara, CA with $253 million in regulatory assets, lists Jeffery D. Brookshire on its Form ADV as Vice President, Corporate Secretary, Treasurer, a control person.

Firms and roles

AtlasMembers

Jeffery’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.

Colleagues named on the same filings

  • Erin J. NeilPresident & Chief Compliance Officer, Pacific Wealth Strategies Group, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffery’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.