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Jonathan Brooks

Investment adviser representative at Blue Curve Advisory in Towson, MD

Investment adviser registrationUpdated

Jonathan Brooks is an investment adviser representative at Blue Curve Advisory, LLC, an investment adviser managing $125M, and works from its Towson, MD office. Jonathan Brooks has been registered through Blue Curve Advisory since 23 September 2025, has 1 year in the industry across 1 firm and has passed the SIE.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jonathan Brooks has been an investment adviser representative at Blue Curve Advisory since September 2025, and is not listed among the firm’s executive officers or direct owners.

Blue Curve Advisory, LLC is a Towson, MD firm with $125M under management, 291 clients and 8 advisers in one office, as of its March 2026 filing.

  1. Blue Curve Advisory, LLCCurrent
    – present · 1 year
    Towson, MD · Adviser representative · Firm CRD 333724

Credentials and registrations

Investment adviser representative registrations

Jonathan Brooks is registered as an investment adviser representative in Maryland, since September 2025.

  • MarylandSince 23 September 2025

Examinations

SIE20 October 2023
Name
Securities Industry Essentials Examination

Key facts

Full name
Jonathan Trevor Brooks
CRD
7631708
Firm
Blue Curve Advisory · CRD 333724
Office
8600 LASALLE ROAD, SUITE 312, Towson, MD 21286
Registration
Investment adviser registration
In the industry since
September 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jonathan Brooks work?

Jonathan Brooks is an investment adviser representative registered through Blue Curve Advisory, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Jonathan Brooks a financial advisor?

Yes. Jonathan Brooks has a current investment-adviser registration in Maryland, through Blue Curve Advisory since September 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jonathan Brooks have?

Jonathan Brooks has 1 year in the financial industry, since September 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jonathan Brooks passed?

Jonathan Brooks passed the SIE in October 2023.

Source: IAPD individual record, checked 22 October 2026

Where is Jonathan Brooks based?

Jonathan Brooks’ registered office is in Towson, MD.

Source: IAPD individual record, checked 22 October 2026

Is Jonathan Brooks registered with FINRA?

No. Jonathan Brooks has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jonathan Brooks’ record?

Search CRD 7631708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Brooks’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Blue Curve Advisory

Sources

  1. IAPD individual record, CRD 7631708, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Blue Curve Advisory, LLC, filed 11 March 2026. Executive officers and direct owners; this person is not among them.
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