Jason Mar, financial advisor Wheaton IL
93 score

Jason Mar

CRD Number: 5375387
Current Firm: Brookstone Capital Management LLC

Jason Mar (CRD# 5375387) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Financial Services, LLC Renton, WA Jan 2009 - Current 9
Ing Financial Partners, Inc. Renton, WA Nov 2012 - Dec 2013 1
Ameritas Investment Corp. Lincoln, NE Sep 2008 - Sep 2011 3
Ameritas Life Insurance Corp. Lincoln, NE Sep 2008 - Sep 2011 3
Acacia Life Insurance Bethesda, MD Sep 2008 - Sep 2011 3
Union Central Life Insurance Cincinnati, OH Jul 2008 - Sep 2011 3
Choice Insurance, LLC Renton, WA Jul 2008 - Sep 2008 < 1
Axa Advisors,llc New York, NY Jul 2007 - Jul 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Jason K. Mar
Phone Number: 630-653-1400
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,687
    MILLIONS
  • Total Number of Accounts
    24,000
    ACCOUNTS
  • Average Account Value
    $70,292
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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