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Jeremy Janik

Brookstone Capital Management LLC

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About Jeremy Janik

Jeremy Janik is a registered representative at Brookstone Capital Management LLC. Jeremy has been in the industry for over 19 years. Previously, Jeremy was a registered representative at Interactive Brokers LLC. Jeremy specializes in financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Jeremy Janik 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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Jeremy Janik’s Registration & Firm History

IL

06/05/2024 - Present

Brookstone Capital Management LLC (WHEATON IL)

IL

10/26/2021 - 10/19/2023

INTERACTIVE BROKERS LLC (CHICAGO IL)

IL

05/29/2007 - 09/12/2011

CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)

IL

03/13/2007 - 05/29/2007

CITICORP INVESTMENT SERVICES (NAPERVILLE IL)

IL

03/01/2005 - 08/16/2006

FIFTH THIRD SECURITIES, INC. (OAK LAWN IL)

CA

11/04/2004 - 01/03/2005

WM FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 06/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2021

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Janik.
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