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William Jonathan Scott

Brookstone Capital Management LLC

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About William Jonathan Scott

William Jonathan Scott is a registered Investment Advisor Representative with Brookstone Capital Management LLC. William has been in the industry since 2010 and is licensed in Tennessee. William has been with Brookstone Capital Management LLC since 2017. William also works in the field of insurance sales and is a member of Heritage Ventures LLC, which is a family real estate investment portfolio. William has a Series 65 license which he earned in 2011. The Brookstone Capital Management LLC firm manages more than $10 billion in assets, has a client count of 20, and specializes in managing portfolios for individuals and businesses. They also provide financial planning, educational seminars, and selection of other advisors for their clients. The firm offers compensation arrangements of fixed fees, hourly charges, percentage of assets, and other, unspecified arrangements.

Firm Information

William Scott 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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William Scott’s Registration & Firm History

TN

11/30/2017 - Present

Brookstone Capital Management LLC (Brentwood TN)

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Licenses & Designations

IA

Issued 03/15/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Jonathan Scott.
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