Jade Brookreson
Financial Symmetry · Raleigh, North Carolina
Jade Brookreson is a fee-only financial advisor at Financial Symmetry in Raleigh, North Carolina. Financial Symmetry reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Symmetry |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.54B across 5,370 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7960868 |
| Exams passed | Series 65 (2024) |
| Firm size | 35 employees |
| Disclosures | None reported |
| Website | directory.libsyn.com/shows/view/id/87939 |
How Jade's firm compares
- Financial Symmetry's average account is about $287,000, from its Form ADV (assets managed divided by 5,370 accounts).
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Questions about Jade
Is Jade Brookreson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jade holds no broker registration, and Financial Symmetry reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jade charge for financial advice?
Jade's firm, Financial Symmetry, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jade Brookreson based?
Jade Brookreson is based in Raleigh, North Carolina.
Is Jade Brookreson registered with the SEC?
Yes. Jade Brookreson is registered as an investment adviser representative in NC (CRD 7960868), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Symmetry manage?
Financial Symmetry reports $1.54B across 5,370 accounts in assets under management.
How do I contact Jade Brookreson?
Through Jade's website, directory.libsyn.com/shows/view/id/87939.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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