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Jesus A Jaramillo

Brookstone Capital Management LLC

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About Jesus A Jaramillo

Jesus Jaramillo is a financial advisor registered with Brookstone Capital Management LLC in Phoenix, AZ. Jesus has been in the industry for over 15 years and has experience working with individuals, families, and businesses. Jesus is dedicated to providing clients with personalized financial advice and investment management services tailored to their unique needs and goals.

Firm Information

Jesus Jaramillo 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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Jesus Jaramillo’s Registration & Firm History

AZ

07/03/2024 - Present

Brookstone Capital Management LLC (Phoenix AZ)

AZ

07/06/2023 - 06/06/2024

THRIVENT INVESTMENT MANAGEMENT INC. (Scottsdale AZ)

AZ

05/08/2019 - 09/03/2020

MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)

AZ

08/02/2017 - 03/28/2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PHOENIX AZ)

AZ

07/14/2015 - 06/09/2016

WADDELL & REED (SCOTTSDALE AZ)

AZ

10/16/2013 - 11/13/2014

W&S BROKERAGE SERVICES, INC. (PHOENIX AZ)

AZ

01/13/2011 - 08/28/2013

PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)

AZ

06/10/2010 - 11/11/2010

MML INVESTORS SERVICES, INC. (SCOTTSDALE AZ)

AZ

02/21/2008 - 06/04/2010

PRUCO SECURITIES, LLC. (PHOENIX AZ)

AZ

07/10/2007 - 02/26/2008

NYLIFE SECURITIES LLC (PHOENIX AZ)

AZ

02/14/2005 - 07/12/2007

PRUCO SECURITIES, LLC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 04/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/06/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/12/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jesus A Jaramillo. Review regulatory record here.
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