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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-03 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calchoice Financial | Scottsdale | AZ | 06/2016 | 07/2017 |
| Calchoice Wealth Management, Inc | Scottsdale | AZ | 06/2016 | 07/2017 |
| Mutual Of Omaha Investment Services | Phoenix | AZ | 07/2017 | 03/2019 |
| Mutual Of Omaha Insurance Company | Phoenix | AZ | 06/2017 | 03/2019 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 02/2019 | 05/2020 |
| Mml Investors Services, Llc | Phoenix | AZ | 04/2019 | 09/2020 |
| Brookstone Capital Management | Wheaton | IL | 06/2021 | 07/2023 |
| Unemployed | Phoenix | AZ | 10/2020 | 05/2021 |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2023 | 05/2024 |
| Thrivent Financial | Appleton | WI | 06/2023 | 05/2024 |
| Brookstone Wealth Advisors | Wheaton | IL | 06/2024 | Present |
Insurance Agent 06/2017 to Present, Non-investment Related, Insurance lines of business: Life Insurance, Disability Insurance, Long Term Care Insurance, and Health Insurance: Hours/week during trading hours = 3/week Health Insurance Agent 1/2006 to Present, Non-Investment Related, Various Health Insurance Carriers, Health & Dental Insurance: Hours/month during trading hours = 2/month Various Insurance Carriers 7/2015 - Present, Insurance Sales, Insurance Agent, I am an independent insurance agent for various insurance carriers. My commissions vary from 50% to 100% depending on the type of insurance and the carrier. Musician Position: Jesus A Jaramillo NATURE: Play music for events. Play at non-profit, and for-profit events, when compensated, it's by either check or cash, start date 01/1984, NOT INVESTMENT RELATED: NUMBER OF SECURITY HOURS: 0, ADDRESS: 6702 N. 11th Ave., Phoenix AZ 85013, United States, DESCRIPTION: Play keyboards with a band.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-19 |
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