Brian
Jones

Brookstone Capital Management LLC

CRD#2588617
Investment Advisor
in Cave Creek, AZ

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About this Advisor

Brian Jones is a financial advisor based in Cave Creek, Arizona, working with Brookstone Capital Management LLC. Brian has previously held positions at Common Sense Financial Strategies, Brookstone Capital Management, Center Street Advisors, Inc, Brookstone Capital Management, LLC, Massmutual Life Insurance Company, Mml Investors Services, Black Mountain Business Consultants LLC, Packerland Brokerage Services, and Brokers International Financial Services. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Iowa, Oregon, and Washington. Currently, Brian is part of Brookstone Capital Management LLC, which operates out of Cave Creek, Arizona. The firm has 271 offices and 395 employees. The firm manages assets totaling $8.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Brookstone Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Cave Creek, AZ

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

AZ Average: $6,674,516,078
Total Number of Employees

395

AZ Average: 44
Total Number of Accounts

68,500

AZ Average: 2,564
Average Account Size

$129,089

AZ Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Brian Jones Work History

2021 - Present (4 years)

Brookstone Capital Management

2015 - Present (10 years)

Black Mountain Business Consultants LLC

1996 - Present (29 years)

Common Sense Financial Stragegies

2019 - 2021 (2 years)

Brokers International Financial Services

2018 - 2018 (< 1 year)

Packerland Brokerage Services

2017 - 2018 (1 year)

Mml Investors Services

2016 - 2018 (2 years)

Massmutual Life Insurance Company

2015 - 2015 (< 1 year)

Center Street Advisors, Inc

2015 - 2017 (2 years)

Brookstone Capital Management, LLC

2014 - 2015 (1 year)

Brookstone Capital Management

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Disclosures

Please visit the SEC profile of Brian Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Capital Management LLC

Ryan Swiatek
Wheaton, IL
Brandon Means
Saint Peters, MO
Marissa Wood
Riverside, NJ
Eddie James
Wheaton, IL
Kyle Beshoar
Wheaton, IL
David Hill
Wheaton, IL
Alan Pershing
Pittsburgh, PA
Marvin Reynolds
Morgan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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