Jeffrey R. Brooks, JD
Jeffrey R. Brooks is a Senior Wealth Strategist with the Specialist Consulting Group at Janus Henderson Investors. Jeffrey brings to his role years of experience in both the practice of law as well as the financial services industry, working together with financial advisors and their high-net worth and ultra-high-net worth clients. His knowledge and real-world experience are invaluable for advisors and investors facing hurdles in the quest to achieve tax, wealth transfer, family governance, business succession, and philanthropic goals. Prior to joining the firm in 2023, Jeffery served 24 years in similar roles at Capital Group, UBS, and Merrill/Bank of America. Before entering the financial services industry, he was partner in a boutique estate planning firm in St. Louis, Missouri, and spent five years clerking for the judge of a probate court.
Jeffrey earned both an undergraduate degree in journalism and a law degree from the University of Missouri at Columbia. He holds FINRA Series 7, 63, 66, and 24 securities licenses. Jeffrey and his wife live with their 5 dogs on a small ranch in Southern California.
Articles Written
The IRS “Dirty Dozen”: 12 income tax scams to watch for in 2024
The IRS has published its annual list of common income tax scams. Learn how to spot – and avoid – these common schemes.
Headlines, Deadlines, and Gossip: Wealth planning news you can use
Recent news and developments highlighting key wealth planning topics.
All in the family: The ins and outs of making loans to loved ones
Intrafamily loans can provide a solution to a borrower’s immediate cash flow needs, but there are important implications to consider.
Estate planning’s first hurdle: Finding good counsel
Careful selection of legal counsel can make the estate planning process more efficient and help ensure your wealth transfer goals are met.
California state income tax: “To move or not to move” may no longer be a question
A recently enacted Senate Bill closes a loophole for avoiding California state income taxes.