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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Armstrong is a financial advisor with Brookstone Wealth Advisors, LLC. Jonathon has been in the financial industry for over 12 years and has a Series 6, Series 62, Series 63, and Series 65 licenses. Jonathon is also a Certified Financial Planner™ and holds a SIE designation. Jonathon has a long history of working with clients in various capacities and across several states. Jonathon offers financial planning services, portfolio management services for businesses and individuals, educational seminars, and selection of other advisers. Jonathon is committed to helping clients achieve their financial goals and creating a positive change in their lives.
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
04/25/2024 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
AZ
06/06/2014 - 09/01/2015
CENTER STREET SECURITIES, INC. (CHANDLER AZ)
AZ
09/24/2011 - 06/06/2014
CENTER STREET SECURITIES, INC. (SCOTTSDALE AZ)
IA
Issued 09/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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