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Daniel Paul Jones

Brookstone Capital Management LLC

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About Daniel Paul Jones

Daniel Jones is a registered Investment Advisor Representative with Brookstone Capital Management LLC. Daniel is registered with the state of North Carolina, Ohio, and South Carolina. Daniel has been in the financial services industry since November 2012. Daniel holds a Series 65 license. In addition to financial advising, Daniel has experience in Insurance sales. Brookstone Capital Management LLC is based in Wheaton, Illinois. The firm has offices in Wheaton, Illinois, and Charlotte, North Carolina. Brookstone Capital Management LLC provides financial planning, educational seminars, and portfolio management for individuals. The firm has over 73,650 accounts and approximately $10.4 billion in assets under management.

Firm Information

Daniel Jones is currently registered with Brookstone Capital Management LLC. Brookstone Capital Management LLC is a registered investment advisor headquartered in Wheaton, Illinois. The firm has 319 investment adviser representatives and manages approximately $1 billion to $10 billion in assets. They specialize in financial planning, portfolio management for individuals, and portfolio management for businesses. They also offer educational seminars and select other advisors for clients.
Brookstone Capital Management LLC

1745 S. NAPERVILLE ROAD

WHEATON, IL 60189

$10.41B

Assets Under Management

20

Total Clients

295

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Jones’s Registration & Firm History

IL

10/16/2019 - Present

Brookstone Capital Management LLC (WHEATON IL)

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Licenses & Designations

IA

Issued 07/17/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Paul Jones.
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