RBC Capital Markets
45yrs
Top advisor by experience in Germantown
4yrs
Brooke Bobo
Financial advisor at J.P. Morgan Securities
Brooke Bobo has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Germantown, Tennessee. After two years at Edward Jones and a year at Thrivent Investment Management, Brooke joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 152 advisors with offices in Germantown, and one of 129 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office7708 Poplar Ave, Germantown, TN 38138
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- May 2024 – Jan 2026Edward JonesPreviously
- Mar 2023 – May 2024Thrivent Investment Management Inc.Previously
Questions to ask Brooke
Tailored to Brooke’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brooke
How do I contact Brooke?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Brooke Bobo. Brooke works from the Germantown, TN office.
How long has Brooke been a financial advisor?
Brooke has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Brooke hold?
Series 66. Tap any license on this page to see what it allows.
Is Brooke a fiduciary?
Brooke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brooke paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Brooke for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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