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Jessica Lynn Burch

Brookstone Wealth Advisors, LLC

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About Jessica Lynn Burch

Jessica Lynn Burch is a registered investment advisor representative in Louisiana and Texas. Jessica has been working in the financial services industry for over 6 years. Jessica currently works for Brookstone Wealth Advisors, LLC and Winnow Wealth, LLC. Jessica is a Series 65 licensed professional. She is a financial advisor with a proven track record of success in helping her clients reach their financial goals. Jessica is passionate about helping her clients achieve their financial goals and providing them with the best possible financial advice. She is committed to providing her clients with personalized financial planning services. Jessica is a highly qualified and experienced financial advisor who is dedicated to helping her clients succeed.

Firm Information

Jessica Burch is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jessica Burch’s Registration & Firm History

TX

09/06/2019 - Present

Brookstone Wealth Advisors, LLC (Waco TX)

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Licenses & Designations

IA

Issued 06/29/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Lynn Burch.
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