Skip to content

Jeff Brooks

Partner Advisor

Designations: BFA

  (360) 694-0159

  Vancouver, WA

Jeff Brooks is a Partner Advisor in Allworth Financial's Vancouver, WA office. He provides highly customized financial services to individuals and businesses, focusing on creating personalized portfolios tailored to each client's specific needs. He began his career in securities registration in 2002 and earned his Behavioral Financial Advisor™ (BFA™) designation in 2019. This designation combines traditional finance principles with insights from psychology and neuroscience, enhancing clients' emotional intelligence and decision-making skills. A lifelong resident of the Northwest, Jeff was raised in Portland, Oregon, and currently lives in Washougal, Washington. He has a rich history of community involvement, particularly in soccer, having coached at various levels, including college and high school. Notably, Jeff led the Mt. View High School varsity boys’ soccer team for 18 years, achieving a State Championship during his tenure. In recognition of his accomplishments, he will be inducted into the Linfield University Athletics Hall of Fame in October 2024. 

Jeff is married and has two sons. A passionate soccer fan, coach, and retired player, he enjoys camping and cooking in his free time. Additionally, he and his family foster golden retrievers through Golden Bond Rescue.

Education and Certifications

Who I Best Work With

What Guides My Approach

Jeff Brooks is a Partner Advisor in Allworth Financial's Vancouver, WA office. He provides highly customized financial services to individuals and businesses, focusing on creating personalized portfolios tailored to each client's specific needs. He began his career in securities registration in 2002 and earned his Behavioral Financial Advisor™ (BFA™) designation in 2019. This designation combines traditional finance principles with insights from psychology and neuroscience, enhancing clients' emotional intelligence and decision-making skills. A lifelong resident of the Northwest, Jeff was raised in Portland, Oregon, and currently lives in Washougal, Washington. He has a rich history of community involvement, particularly in soccer, having coached at various levels, including college and high school. Notably, Jeff led the Mt. View High School varsity boys’ soccer team for 18 years, achieving a State Championship during his tenure. In recognition of his accomplishments, he will be inducted into the Linfield University Athletics Hall of Fame in October 2024. 

Jeff is married and has two sons. A passionate soccer fan, coach, and retired player, he enjoys camping and cooking in his free time. Additionally, he and his family foster golden retrievers through Golden Bond Rescue.

More About Jeff:

About Allworth

blue line

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9