Registered Representative

Brent joined J.D. Mellberg Financial in November 2007. In his role as Financial Advisor, Brent evaluates client portfolios and monitors investment strategies, while helping maintain a fluid, positive, and successful client relationship. Before joining J.D. Mellberg Financial, Brent spent nearly four years working with Wells Fargo Bank and Wells Fargo Investments. During his employment with Wells Fargo, his responsibilities encompassed comprehensive needs analysis, financial plan implementation, and cash management. Due to his time with a highly regarded lending institution, he has extensive knowledge of credit analysis as well as private and small business lending experience. Prior to Wells Fargo, Brent spent two years with Morgan Stanley as a Junior Financial Advisor with the top corporate services team of the firm. Special emphasis was placed on helping to develop and maintain relationships between senior advisors and the vast client base they managed in the Silicon Valley. Experience through 401K and ESOP management of well known technology companies, such as McAfee, Intuitive Surgical, Extreme Networks, STC, and Covad Communications has helped Brent establish a firm understanding of the differences and similarities between small to large asset management.

Brent is a Tucson native and holds Series 7 General Securities license, Series 24 License for Registered Principal, Series 66 Registered Investment Advisor & State Laws license as well as the Arizona Life, Health & Sickness Insurance Producers license. Brent is currently working toward obtaining his Certified Financial Planners accreditation (CFP).