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Daniel Paul Jones

Brookstone Capital Management LLC

Wheaton, IL

Charlotte, NC

CRD 4918856

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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:

Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-10-17
NC RA APPROVED 2019-10-16
SC RA APPROVED 2019-10-16
  • OH RA
    APPROVED
    Since 2019-10-17
  • NC RA
    APPROVED
    Since 2019-10-16
  • SC RA
    APPROVED
    Since 2019-10-16

Branch Locations

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

6000 Fairview Rd Southpark Tower Ste 1200, Charlotte, NC 28210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookstone Capital Management Wheaton IL 08/2019 Present
Apr Financial Group Llc Charlotte NC 11/2012 Present
  • 08/2019 → Present
    Brookstone Capital Management
    Wheaton, IL
  • 11/2012 → Present
    Apr Financial Group Llc
    Charlotte, NC
Other Businesses

Insurance sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-17
  • S65 Uniform Investment Adviser Law Examination
    2019-07-17

View on SEC IAPD

Nearby Firms

BOOSTER ASSET MANAGEMENT, LLC
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE ASSET MANAGEMENT, LLC

Nearby Investors

CORY JOHN GREBE
ALLAN CURTIS PARLIER
JASON MICHAEL CRUMP

Nearby Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL

More in Wheaton, IL

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