Jeanne Stacey Snowhite

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

• 05/2005 → Present
  1St Choice Mortgage Lending, Inc.
  Thousand Oaks, CA
• 06/2004 → Present
  Jeanne Snowhite
  Thousand Oaks, CA
• 04/2025 → Present
  Brookstone Wealth Advisors
  Wheaton, IL
• 03/2008 → 12/2019
  Woodstock Financial Group, Inc.
  Woodstock, GA
• 06/2018 → 06/2024
  Woodstock Wealth Management, Inc.
  Woodstock, GA

Previous Registrations

• 2018-06-05 → 2024-08-06
  Woodstock Wealth Management, Inc.
  Thousand Oaks, CA
  Woodstock, GA
• 2009-01-21 → 2018-11-07
  Woodstock Financial Group, Inc.
  Thousand Oaks, CA
  Woodstock, GA
  Thousand Oaks, CA

Other Businesses

1.1ST CHOICE MORTGAGE LENDING INC., NOT INVESTMENT RELATED; 3044 FERNCREST PL, THOUSAND OAKS, CA 91362; MORTGAGE BROKER; PRESIDENT/OWNER; STARTED 06/2005; DEVOTES APPROXIMATE 5 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE ORIGINATE LOANS. 2.LIFE/HEALTH INSURANCE SALES; INVESTMENT RELATED; 3044 FERNCREST PL, THOUSAND OAKS, CA 91362; INSURANCE AGENT; STARTED 06/2004; DEVOTES ZERO HOURS A MONTH AND NONE DURING TRADING HOURS; DUTIES INCLUDE RETAINING THE INSURANCE LICENSE IN CASE IT IS EVER NEEDED.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22

Other Names

• Jeanne Stacey Marchese
• Jeanne Snowhite