Jonathan Clark, financial advisor Lakewood OH
93 score

Jonathan Clark

CRD Number: 4587147
Current Firm: Brookstone Capital Management LLC

Jonathan Clark (CRD# 4587147) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Lakewood, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Clark Wealth Management Lakewood, OH Jul 2015 - Current 1
Clark Financial Services Lakewood, OH May 2004 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Jonathan M. Clark
Phone Number: 630-653-1400
Registered State(s):
  • FL
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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