Jeffrey R. Brooks is an Executive Director and Wealth Strategist with the Specialist Consulting Group at Janus Henderson Investors. Jeff 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 advisers 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, Jeff served for 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.
Jeff 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.
Jeff and his wife live with their three dogs on a small ranch in Southern California.
Email: jeff.brooks@janushenderson.com | Website: www.janushenderson.com | LinkedIn
