Jamilah McCluney
Financial advisor at Brookwood Investment Group LLC
Last updated 2026-10-10
Claim your profileJamilah McCluney is a financial advisor at Brookwood Investment Group LLC, CRD 7326476. Licenses and exams on the registration: Series 65. IAPD registration began 2021-01-21.
Registration
- CRD number
- 7326476
- Registration status
- Active
- IAPD registration
- 2021-01-21
- Industry Experience
- 5 years
- Work Experience
- 17 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2021-01 to 2021-04 · Belpointe Asset Management · Reno, NV
- 2017-01 to Present · Jamilah McCluney · Calabasas, CA
- 2009-09 to 2017-01 · Money Md · La Jolla, CA
- 2021-01 to Present · Black Wealth Financial, LLC · Northridge, CA
- 2021-04 to 2021-08 · Virtue Capital Management · Brentwood, TN
- 2021-08 to 2022-04 · Blue Ocean Capital Management · Simi Valley, CA
- 2022-04 to Present · Redwood Private Wealth LLC · Phoenix, AZ
- 2022-01 to Present · Redwood Tax Specialists · Northridge, CA
- 2025-01 to Present · Brookwood Investment Group · Phoenix, AZ
Current employment
- Brookwood Investment Group · Phoenix, AZ
Brookwood Investment Group LLC
- Regulatory AUM
- $1,252,366,250
- Registered advisors
- 69
- Offices
- 61
- Clients per advisor
- 50.8 (Low)
- Average AUM per client
- $357.2K (Low)
- High-net-worth client ratio
- 6.0% (Low)
Brookwood Investment Group LLC: advisors, services and reported ETF investments
About
Jamilah McCluney is a financial advisor at Brookwood Investment Group, operating as Brookwood Investment Group LLC. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 17 years of reported work history. Reported roles include Redwood Private Wealth LLC, Redwood Tax Specialists, Black Wealth Financial, LLC, Jamilah McCluney, among others.
SEC disclosures list additional business and community activities: 1: Carwash salon, non-investment related; thousand oaks, ca; cash wash center; owner since 04/2021; hours per month: 2 hours during trading: 0 3.
Brookwood Investment Group LLC's firm-level Form ADV reports 69 advisors across 61 offices; approximately 50.8 clients per advisor, average assets per client of $357,207, and regulatory AUM of $1.3B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $451.9M across 261 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jamilah McCluney personally.
Reported ETF positions
Brookwood Investment Group reports 261 ETF positions worth $451.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $58.1M |
| VUG — Vanguard Morningstar Growth ETF | $38.6M |
| AGGH — Simplify Aggregate Bond ETF | $9.6M |
| NEAR — iShares Short Duration Bond Active ETF | $8.7M |
| GLD — SPDR Gold Shares | $8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Brookwood Investment Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $422K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | TMFC — Motley Fool 100 Index ETF | $573.2K | Top 99.6% | Residual alpha +2.26% · Residual Sharpe 0.11 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $397.4K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Brookwood Investment Group LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 4803514740
- Website: ckwmg.com
Official record
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