Unclaimed
Jason Crump is an investment advisor representative at Brookstone Wealth Advisors, LLC, and Brookstone Asset Management, LLC. Jason has been in the industry since 2000, with a focus on financial planning, portfolio management for individuals and businesses, and educational seminars. Jason has a Series 6, Series 63, and Series 65 license. Jason has experience with a variety of investment products and services and is committed to providing personalized financial advice to help clients achieve their goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
IL
04/21/2015 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
MI
10/25/2004 - 09/27/2007
FIFTH THIRD SECURITIES, INC. (ROCKFORD MI)
IL
09/25/2003 - 10/11/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CO
06/24/2003 - 09/12/2003
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
FL
11/19/2002 - 06/26/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
11/29/2001 - 10/10/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
PA
03/30/2000 - 11/05/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 07/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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