President & Treasurer · Fairhaven Financial Advisory Corporation
Jonathan R. Brooks
CRD 6696538 · Named on Form ADV at one SEC-registered adviser
At a glance
Fairhaven Financial Advisory Corporation, an SEC-registered wealth manager based in East Lansing, MI with $378 million in regulatory assets, lists Jonathan R. Brooks on its Form ADV as President & Treasurer, a control person.
Firms and roles
- Fairhaven Financial Advisory CorporationPresident & TreasurerWealth manager · East Lansing, MI · $378M in regulatory assets
AtlasMembers
Jonathan’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
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- 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
- Joseph R BrooksFounder, Fairhaven Financial Advisory Corporation
- Rachel C AndersonChief Compliance Officer, Fairhaven Financial Advisory Corporation
- Joshua S. RoberdsVice President & Secretary, Fairhaven Financial Advisory Corporation
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.