Brian Jones (CRD# 2588617) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Cave Creek, AZ and has over 28 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Brookstone Capital Management | Wheaton, IL | Aug 2021 - Current | 2 |
Black Mountain Business Consultants LLC | Carefree, AZ | Jan 2015 - Current | 9 |
Common Sense Financial Stragegies | Phoenix, AZ | May 1996 - Current | 27 |
Brokers International Financial Services | Urbandale, IA | Mar 2019 - Jul 2021 | 2 |
Packerland Brokerage Services | Green Bay, WI | Mar 2018 - Dec 2018 | < 1 |
Mml Investors Services | Phoenix, AZ | Feb 2017 - Feb 2018 | 1 |
Massmutual Life Insurance Company | Phoenix, AZ | Nov 2016 - Feb 2018 | 1 |
Brookstone Capital Management, LLC | Wheaton, IL | Dec 2015 - Jan 2017 | 1 |
Center Street Advisors, Inc. | Nashville, TN | Apr 2015 - Nov 2015 | < 1 |
Brookstone Capital Management | Wheaton, IL | Mar 2014 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1995 |
S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- AZ
- IA
- OR
- WA
-
Total Assets Under Management8,843MILLIONS
-
Total Number of Accounts68,500ACCOUNTS
-
Average Account Value$129,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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