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Joann North

Advisor at Brookwood Investment Group

Updated today
Brookwood Investment Group logo

Firm

Brookwood Investment Group

Location

Katy, TX

Credentials

CFP®, Series 63

Industry experience

30 years

Fee options

Fixed

$1,000 to $10,000 for fixed fee financial planning and consulting services.

Percentage

Negotiable up to 2.50%, varies by client and asset amount

Project-based

Up to $500 per hour for financial planning and consulting services.

Work history

Brookwood Investment Group

2025 - Present (1 year)

Redwood Private Wealth Llc

2022 - Present (4 years)

Horter Investment Management, LLC

2020 - 2022 (2 years)

Jnorth Financial, Llc

2015 - Present (11 years)

Cetera Advisor Networks LLC

2013 - 2020 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Gabriel T

Series 66

Sugar Land, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans

Jeiccy H

Series 66

Houston, TX

Edward Jones

Charitable giving & philanthropy Family Business Multi-generational wealth transfer Wealth management Founder/Business Owner Religious/faith focused

Ben R

Series 63, Series 66

Katy, TX

Fidelity

Ben Rickhuss is a Planning Consultant at Fidelity Investments, where he focuses on developing engagement strategies tailored to the unique planning needs of each client. In his current role, he provides first-class service and acts as a local point of contact for clients. Ben has been with Fidelity Investments since 2017, gaining experience in multiple roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2021. This progression reflects his growing expertise in client relationship management and financial planning. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Financial Professional

Reagan L

Series 63, Series 65

Jersey Village, TX

Fidelity

Reagan Lyons is a Planning Consultant at Fidelity Investments, a role held since 2023. In this capacity, Reagan collaborates with clients and their Financial Consultants to develop financial plans tailored to individual needs and concerns. Prior to this position, Reagan served as a Relationship Manager at Fidelity Investments from 2021 to 2023. Reagan emphasizes the importance of forming strong relationships with clients to maintain trust and integrity. Clients at Fidelity seek the brand and access, while Reagan contributes experience, dedication, and integrity to the advisory process. Outside of professional responsibilities, Reagan has personal interests that include playing musical instruments, visiting museums, reading, and traveling.

General retirement planning Retirement income strategy Income planning

Gabriel C

CFP®, Series 63, Series 65

Houston, TX

Fidelity

Gabriel Camera is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment strategies tailored to their unique financial situations, risk tolerance, and objectives. He has held several roles at Fidelity Investments, progressing from Financial Representative in 2021 to Investment Consultant in 2023 before assuming his current position in 2024. His experience at Fidelity Investments spans multiple roles including Relationship Manager and Investment Consultant, providing him with a broad perspective on client financial needs and investment solutions. This progression reflects his ongoing commitment to supporting clients in achieving their financial goals.

Wealth management Passive / index investing Active portfolio management

Jonathan B

Series 63, Series 66

Katy, TX

Fidelity

Jonathan Bui is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their situations and needs. He focuses on developing holistic financial plans that help clients work towards their goals. He has held several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Jonathan has personal interests in board games, football, golf, and parenthood.

Parents
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