Jonathan Brooks
Blue Curve Advisory · Towson, Maryland
Jonathan Brooks is a fee-only financial advisor at Blue Curve Advisory in Towson, Maryland, who holds the CFP credential. Blue Curve Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | Blue Curve Advisory |
|---|---|
| Based in | Towson, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $125.2M across 590 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 7631708 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bluecurveadvisory.com |
| Profile |
How Jonathan's firm compares
- Blue Curve Advisory's average account is about $212,000, from its Form ADV (assets managed divided by 590 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Brooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Blue Curve Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Blue Curve Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Brooks based?
Jonathan Brooks is based in Towson, Maryland.
What credentials does Jonathan Brooks hold?
Jonathan Brooks holds the CFP credential.
Is Jonathan Brooks registered with the SEC?
Yes. Jonathan Brooks is registered as an investment adviser representative in MD (CRD 7631708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Curve Advisory manage?
Blue Curve Advisory reports $125.2M across 590 accounts in assets under management.
How do I contact Jonathan Brooks?
Through Jonathan's website, www.bluecurveadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Towson
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.
See something wrong? Request a correction. Read our methodology.