Jeffrey Brockelsby
Brockelsby Investment Services · Irmo, South Carolina
Jeffrey Brockelsby is a fee-only financial advisor at Brockelsby Investment Services in Irmo, South Carolina. Brockelsby Investment Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brockelsby Investment Services |
|---|---|
| Based in | Irmo, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.6M across 7 accounts |
| SEC registration | Investment adviser representative in SC · CRD 6440151 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.brockelsbyis.com |
How Jeffrey's firm compares
- Brockelsby Investment Services's average account is about $949,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Jeffrey
Is Jeffrey Brockelsby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Brockelsby Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Brockelsby Investment Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Brockelsby based?
Jeffrey Brockelsby is based in Irmo, South Carolina.
Is Jeffrey Brockelsby registered with the SEC?
Yes. Jeffrey Brockelsby is registered as an investment adviser representative in SC (CRD 6440151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brockelsby Investment Services manage?
Brockelsby Investment Services reports $6.6M across 7 accounts in assets under management.
How do I contact Jeffrey Brockelsby?
Through Jeffrey's website, www.brockelsbyis.com.
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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