Unclaimed
Jonathan Russell Cosner is an Investment Advisor Representative with Brookstone Capital Management LLC. Jonathan has been in the industry since 2016 and has experience with various financial services firms, including MORGAN STANLEY and E*TRADE SECURITIES LLC. Jonathan is licensed to provide investment advice in the state of Ohio. Jonathan is a Series 6, 7TO, 10, 26, and 66 licensed professional. Jonathan also holds a Securities Industry Essentials Examination (SIE) certification. Jonathan's focus is on providing financial planning and portfolio management for individuals.
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.
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.
1
2
IL
03/19/2024 - Present
Brookstone Capital Management LLC (WHEATON IL)
OH
02/22/2021 - 12/15/2023
MORGAN STANLEY (Columbus OH)
OH
01/13/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Columbus OH)
OH
04/02/2016 - 01/28/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 04/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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