Advisor at Clearbrook Investment Solutions LLC
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Firm
Clearbrook Investment Solutions LLC
Location
Somers Point, NJ
Credentials
Series 65
Industry experience
10 years
Jonathan Chesshire is a financial advisor with Clearbrook Investment Solutions LLC, holding a Series 65 designation and 10 years of industry experience. He has been with Clearbrook LLC since 2009 and also worked at Sindia Capital Advisers, LLC starting in 2025. Outside of advising, he serves as president of East Coast Residential Services, a property care company servicing Ocean City, NJ. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and offers institutional-style reporting and oversight.
Based on Clearbrook Investment Solutions LLC
Based on Clearbrook Investment Solutions LLC
Flat fee pricing may be used with some accounts; fees are negotiated individually and described in client agreements.
Somers Point, NJ
New Jersey
Sindia Capital Advisers, LLC
2025 - Present (1 year)
Clearbrook LLC
2009 - Present (17 years)
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Is active or affiliated with:
Broker-dealer / trader
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 63, Series 65
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