Joshua Williamson

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → Present
  World Financial Group
  Nashville, TN
• 03/2011 → Present
  Jc Financial, Inc
  Corona, CA
• 01/2012 → 02/2024
  Transamerica Financial Advisors, Inc
  Nashville, TN
• 04/2024 → Present
  Global Financial Impact
  San Jose, CA

Previous Registrations

• 2012-01-06 → 2024-02-21
  Transamerica Financial Advisors, Llc
  Pleasant Hill, CA
  Topanga, CA
  Concord, CA
  Murfreesboro, TN
• 2011-06-20 → 2012-01-06
  Investment Advisors International, Inc.
  Corona, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. JC FINANCIAL INC/OWNER/PRESIDENT/SECRETARY /OWNER/PRESIDENT/SECRETARY-3/1/2011/THIS IS A PASSTHROUGH ENTITY THAT GENERATES NO INCOME

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-02
• S63 Uniform Securities Agent State Law Examination
  2007-11-24