Brian Jones, financial advisor Cave Creek AZ

Brian Jones

CRD Number: 2588617
Current Firm: Brookstone Capital Management LLC

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.

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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
Contact Info for Brian H. Jones
Phone Number: 630-653-1400
Registered State(s):
  • AZ
  • IA
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    8,843
    MILLIONS
  • Total Number of Accounts
    68,500
    ACCOUNTS
  • Average Account Value
    $129,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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