1. Wealthminder
  2. Greenville, SC
Jason Weckel, financial advisor Greenville SC

Jason Weckel

CRD Number: 5994596
Current Firm: Brookstone Wealth Advisors, LLC

Jason Weckel (CRD# 5994596) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Greenville, SC and has over 12 years of experience in the finance industry.

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Brookstone Wealth Advisors, LLC
Company Name Location Dates Years
Brookstone Wealth Advisors Wheaton, IL Nov 2023 - Current < 1
R&r Financial Advisors Greenville, SC Sep 2023 - Current < 1
Ae Wealth Management, LLC Topeka, KS Nov 2017 - Oct 2023 5
Lord And Richards Englewood, CO Dec 2016 - Sep 2023 6
Brookstone Capital Management Wheaton, IL Oct 2011 - Nov 2017 6
Hill & Hill Financial LLC Chattanooga, TN Aug 2014 - Dec 2016 2
Tucker Advisory Group Littleton, CO Feb 2010 - Aug 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Jason M. Weckel
Phone Number: 6306531400
Registered State(s):
  • CO
  • LA
  • SC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, WY

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