Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonn? Claim Your ProfileJonn Mason is a financial advisor currently registered with Brookstone Wealth Advisors, LLC. Jonn has been working in the financial services industry since 1976. Jonn has experience working with individuals, corporations, and businesses. Jonn is licensed to provide financial advice in Washington. Previously, Jonn was affiliated with Thornewood Advisors USA, LLC. Jonn has held various positions at Lincoln Investment Planning, Inc., INTERPACIFIC INVESTORS SERVICES, INC., LANEY & COMPANY, and PNMR SECURITIES, INC. Jonn holds a Series 63 and 65 license.
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
WA
06/23/2022 - Present
Brookstone Wealth Advisors, LLC (Lakewood WA)
NA
09/18/1992 - 08/20/1993
INTERPACIFIC INVESTORS SERVICES, INC.
NA
07/22/1992 - 08/05/1992
LANEY & COMPANY
NA
01/16/1991 - 06/23/1992
PNMR SECURITIES, INC.
NA
10/13/1987 - 12/31/1990
LINCOLN INVESTMENT PLANNING, INC.
IA
Issued 03/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/1976
Series 1 - Registered Representative Examination
Active
Inactive
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