CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Jerry Brookhart

SUPPORTING ADVISORS

 

http://legacyinvestmentsonline.com/new/legacyinvestmentsonline/jerry_feb12.jpg

Professional Experience

Jerry Brookhart has been working with Legacy Investment Services, Inc. since 2006. As an Investment Advisor Representative, Jerry provides objective, non-fee based analysis and solutions to clients who seek a customized, balanced and diversified approach to investing for retirement, education, income or capital management purposes. His goal is to build long term relationships by providing exceptional financial leadership.

Jerry has also worked for Purdum Gray Ingledue, Inc. since 2003 as an insurance producer. He provides personal and commercial clients with various types of insurance to meet their respective needs.

Jerry spent a portion of his career in national and international sales as well as marketing management. Jerry served on the management team of companies such as: IBM, NCR, and Lockheed Corporation and participated in several start-up ventures.

Personal History

Jerry and his wife, Mary, were raised and currently live in McDonough County. They have two children, and five granddaughters.

Jerry serves as local Rotary Foundation Chairman, local Habitat for Humanity Board President, and as a member of his University of Illinois fraternity board.

Education and Qualifications:

  • B.S. University of Illinois
  • MBA work University of Chicago
  • Licensed insurance producer for life, health, property, casualty and variable products.
  • Investment Adviser Representative with Woodbury Financial Services, Inc., Series 6, 63, and 65 securities registrations

 

 

 

Phone (309) 264-9675 or (309) 833-1755
Fax (309) 836-1446 or (309) 833-4842
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck