Unclaimed
Brian Jones is a financial advisor with Brookstone Capital Management LLC. Brian is based in Cave Creek, AZ and has been in the industry for over 27 years. Prior to joining Brookstone, Brian was a registered representative at Brokers International Financial Services, LLC. in Urbandale, IA, Packerland Brokerage Services, Inc. in Carefree, AZ and MML Investors Services, LLC in Phoenix, AZ. Brian has also worked in the past for Center Street Securities, Inc. in Carefree, AZ and ING Financial Partners, Inc. in Carefree, AZ. Brian is a licensed advisor in Arizona, Iowa, Oregon, and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
06/23/2023 - Present
Brookstone Capital Management LLC (WHEATON IL)
IA
03/12/2019 - 07/13/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (URBANDALE IA)
AZ
03/19/2018 - 12/31/2018
PACKERLAND BROKERAGE SERVICES, INC. (CAREFREE AZ)
AZ
02/24/2017 - 02/08/2018
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
03/12/2014 - 11/17/2015
CENTER STREET SECURITIES, INC. (CAREFREE AZ)
AZ
10/27/2010 - 07/17/2013
CENTER STREET SECURITIES, INC. (CAREFREE AZ)
AZ
09/13/2007 - 08/26/2009
ING FINANCIAL PARTNERS, INC. (CAREFREE AZ)
CO
01/01/2005 - 08/03/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
09/21/2000 - 12/31/2002
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
04/05/1995 - 09/07/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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