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Jerard Al-james Woods

Brookstone Capital Management LLC

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About Jerard Al-james Woods

Jerard Woods is a financial advisor who has been in the industry since December 2013. He has held a registration with Brookstone Capital Management LLC since July 2020 and previously held a registration with Performance Trust Capital Partners, LLC from December 2016 to November 2019. Jerard holds Series 63, 66 and 7 licenses as well as the SIE. Jerard Woods currently works with individuals and businesses.

Firm Information

Jerard Woods 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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Jerard Woods’s Registration & Firm History

IL

07/28/2020 - Present

Brookstone Capital Management LLC (WHEATON IL)

IL

12/05/2016 - 11/04/2019

PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerard Al-james Woods.
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