Broker Check
Jeff Brooks, BFA™

Jeff Brooks, BFA™

Wealth Manager

Jeff Brooks, BFA™ provides straight-forward, highly customized financial services to individuals and businesses. Each client benefits from a portfolio tailored to meet his or her individual needs. Jeff has been securities registered since 2002. Jeff attained his BFA™ designation in 2019. The BFA™ designation integrates the concepts of traditional finance, psychology, and neuroscience with the goal of helping clients improve their emotional competency and decision-making behaviors as it relates to their personal financial situation.  BFA™ professionals are required to complete 20 hours of continuing education annually.

Jeff is a lifelong native of the Northwest having grown up in Portland, Oregon and currently living in Washougal, Washington. He has been active in his community coaching soccer at many levels including college, high school, youth, and advanced competition teams.  Jeff coached the Mt. View High School varsity boys soccer team for 18 years, a team that he coached to a State Championship.

Education
Bachelor of Arts Degree in Business Administration Linfield College
Series 7 (General Securities)
Series 66 (Uniform Combined State Law )
Series 6 (Investment Company/Variable Contract Products)
Series 63 (Uniform Securities Agent State Law)
Washington Life and Health License
Long Term Care Insurance License

Jeff lives in Vancouver, WA is married and has two sons. He is a passionate soccer fan, coach, and retired soccer player. His other hobbies include camping and cooking. He and his family also foster golden retrievers through Golden Bond Rescue.