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Robert Brooks, CIMA®

Robert Brooks, CIMA®

Client Relationship Specialist

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location of Robert Brooks, CIMA®Canfield, Ohio, United States

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  • Timeline

  • About me

    Portfolio Trading Manager

  • Education

    • Westminster College

      2008 - 2012
      Bachelor of Science (B.S.) Accounting

      Activities and Societies: Circle K International

  • Experience

    • JFS Wealth Advisors

      May 2012 - Jul 2015
      Client Relationship Specialist

    • Autosoft DMS

      Jul 2015 - Dec 2015
      Accounting Support Specialist

    • JFS Wealth Advisors

      Dec 2015 - now

      Founded in 1986 by Bob Jazwinski, JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors offers fee-based wealth management, investment strategy and retirement planning to individuals, businesses, non-profit organizations and trusts. Our team of 60+ employees serves more than 2,000 clients in over 40 states, with assets under management approximating $2 billion.

      • Portfolio Trading Manager

        Jan 2023 - now

      • Portfolio Management Specialist

        Dec 2015 - Dec 2022

  • Licenses & Certifications

    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute