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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wilcox is an investment advisor representative at Brookstone Capital Management LLC, registered with the Securities and Exchange Commission. The firm offers a variety of investment services to individuals and corporations, including financial planning, portfolio management, and educational seminars. Jeffrey has been in the financial services industry since 1994. Jeffrey is licensed in Colorado, Kansas, Missouri and Texas.
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
KS
10/21/2015 - Present
Brookstone Capital Management LLC (OVERLAND KS)
KS
12/18/2009 - 06/04/2010
GRADIENT SECURITIES, LLC (LENEXA KS)
KS
07/06/2006 - 01/04/2010
LPL FINANCIAL CORPORATION (LENEXA KS)
KS
07/31/2002 - 07/12/2006
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
MO
05/21/1999 - 07/18/2002
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
12/24/1998 - 05/07/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/24/1998 - 05/07/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
08/05/1994 - 01/22/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 05/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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