Jason Brooks has been President and Chief Compliance Officer of Indelible Wealth Group since January 2013, is a control person of the firm and directly owns 75% or more of it.
Indelible Wealth Group LLC is a firm with $156M under management, 160 clients and 5 advisers across 5 offices, as of its February 2026 filing.
Jason M. Brooks is President of Indelible Wealth Group LLC. He is an active member of the Financial Planners Association of Colorado. Before establishing the firm, he partnered with families through Schwab Private Client.
Jason Brooks’ longest registration is the current one, 13 years at Indelible Wealth Group since 2013. Before joining Indelible Wealth Group in 2013, Jason Brooks was registered through Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc.
- Indelible Wealth GroupCurrent– present · 13 yearsBerthoud, CO · Adviser representative · Firm CRD 166864
- Schwab Private Client Investment Advisory, Inc.– · 1 yearEnglewood, CO · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 6 yearsEnglewood, CO · Adviser representative · Firm CRD 5393
Professional designations
Listed by Indelible Wealth Group
- Certified Financial Planner®
- Accredited Investment Fiduciary®
Investment adviser representative registrations
Jason Brooks is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2013; the most recent is Texas, in March 2015.
- ColoradoSince 12 June 2013
- TexasResidentSince 11 March 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 21 January 2012 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 6 January 2012 |
| Series 66 | Uniform Combined State Law Examination | 26 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 September 2000 |
| Series 7 | General Securities Representative Examination | 20 September 2000 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Matthew Brooks
- CRD
- 4225460
- Firm
- Indelible Wealth Group · CRD 166864
- Role
- President and Chief Compliance Officer
- Office
- Berthoud, CO
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- indeliblewealth.com
Where does Jason Brooks work?
Jason Brooks has been President and Chief Compliance Officer of Indelible Wealth Group LLC since January 2013, and is a control person of the firm.
Is Jason Brooks a financial advisor?
Yes. Jason Brooks has a current investment-adviser registration in Colorado and Texas, through Indelible Wealth Group since June 2013.
How many years of experience does Jason Brooks have?
Jason Brooks has 20 years in the financial industry, since January 2006, across 3 adviser firms.
What exams has Jason Brooks passed?
Jason Brooks has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in September 2000.
Where did Jason Brooks work before Indelible Wealth Group?
Before Indelible Wealth Group, Jason Brooks was registered through Schwab Private Client Investment Advisory, Inc., January 2012 to April 2013; Charles Schwab & Co., Inc., November 2005 to December 2011.
Where is Jason Brooks based?
Jason Brooks’ registered office is in Berthoud, CO.
Is Jason Brooks registered with FINRA?
No. Jason Brooks has no current broker registration.
Is Jason Brooks a CFP?
Indelible Wealth Group lists Jason Brooks with the CFP credential (“Certified Financial Planner®”) on its website. CFP Board confirms certification status.
How can I verify Jason Brooks’ record?
Search CRD 4225460 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Brooks’ full registration record.