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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 Banks is a financial advisor at Brookstone Capital Management LLC. Jeffrey has been a registered investment advisor in the state of Virginia since October 2020. Jeffrey holds a Series 65 license and has experience working as a pilot for United Airlines. Jeffrey's current firm, Brookstone Capital Management LLC, manages over $10 billion in assets for over 73,000 clients and offers a variety of services, including financial planning, educational seminars, portfolio management for individuals, and selection of other advisors.
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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VA
10/08/2020 - Present
Brookstone Capital Management LLC (Fairfax Station VA)
IA
Issued 09/15/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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