The brokerage industry reports any customer complaints made against or involving a broker on their publicly available Brokercheck Report. These reports are essential for transparency in the financial industry.
Did you lose money on investments recommended by this financial advisor? Our legal team is available to speak with customers regarding potential claims for recovery. A review of their professional history shows the following Previously Reported Complaints:
Claim(s) Made Against Jason Brooks Head:
Claim Date: 5/26/2026
“Customers purchased a variable annuity on August 7th of 2017. In 2018 customer was unhappy with an automatic rebalancing within an investment selection within the product and changed to an alternative investment selection. In the spring of 2026 the customer was unhappy with an automated transaction within his current investment selection and complained that he believed no such automated transactions were supposed to take place per his alleged instructions in 2018.”
This claim, as of this posting, is currently Pending with a claim amount of $5,000.00 .
