Jeffrey Banks

Employer firm

Brookstone Capital Management LLC CRD 141413

$12.8B regulatory AUM 35 advisory clients

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

• 10/2020 → Present
  Brookstone Capital Management
  Wheaton, IL
• 12/2017 → Present
  United Airlines
  Chicago, IL
• 07/2014 → 01/2018
  United States Air Force
  Joint Base Andrews, MD

Other Businesses

I am currently working on assignment as a Producer (Agent) through Triquest to sell Annuities & Life insurance for Allianz Life Insurance Company of North America. I do not yet know how many hours will be spent in service of Life & Annuities, but they would compliment the service I will provide as a Financial Advisor. My Insurance License number on file with Virginia Commonwealth is: 1169334 United Airlines - Pilot, compensation based on hourly flights

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-15

Other Names

• Jeff Banks