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Brooks Jason Call

Investment Adviser Representative at LAKEWOOD ASSET MANAGEMENT, LLC

Omaha, NECRD #2735054Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
4 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
IllinoisLouisianaNebraskaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/1/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 2/3/2000
SIE
Securities Industry Essentials Examination
Passed 11/30/2015
Series 31
Futures Managed Funds Examination
Passed 2/11/2000
Series 7
General Securities Representative Examination
Passed 1/4/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Lakewood Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LAKEWOOD ASSET MANAGEMENT, LLCCurrent
11/17/2015Omaha, NE
UBS FINANCIAL SERVICES INC.
11/4/200511/30/2015Omaha, NE
MERRILL LYNCH PIERCE FENNER & SMITH INC.
7/22/200411/16/2005Minneapolis, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LAKEWOOD ASSET MANAGEMENT, LLC

3 other advisors in the directory

View LAKEWOOD ASSET MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brooks Jason Call has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brooks Jason Call - Financial Advisor in Omaha, NE | AdvisorFinder