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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Erwin is an investment advisor representative with Brookstone Wealth Advisors, LLC. Jonathan has been in the financial industry for over 12 years and holds the Series 66, SIE, and Series 7 licenses. Jonathan has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jonathan has been affiliated with several other firms over the years, including Headsail Financial Strategies, Guardian Life Insurance Company, Park Avenue Securities LLC, Massachusetts Mutual Life Insurance Company, MML Investors Services, LLC, Resources Investment Advisors, and Simplicity Wealth, LLC. Jonathan is committed to providing his clients with personalized attention and tailored financial solutions to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
IL
04/13/2023 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
SC
11/15/2017 - 12/31/2018
MML INVESTORS SERVICES, LLC (GREER SC)
SC
01/12/2017 - 08/18/2017
PARK AVENUE SECURITIES LLC (GREENVILLE SC)
BOTH
Issued 02/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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