Jonathan Greve

Current Employers

Brookstone Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-01-31

OH RA
APPROVED

Since 2025-01-31

Branch Locations

Continental, OH • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • 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

Organization	City	State	From	To
Forward Financial Group	New Albany	OH	08/2019	03/2025
Northwest Real Estate Services	Defiance	OH	08/2010	09/2017
The Ridge Project	Mcclure	OH	02/2012	09/2018
Oz Realty / List'n Sell Realty	Toledo	OH	09/2017	09/2019
Exceed Financial Group	Continental	OH	04/2025	Present

08/2019 → 03/2025

Forward Financial Group

New Albany, OH
08/2010 → 09/2017

Northwest Real Estate Services

Defiance, OH
02/2012 → 09/2018

The Ridge Project

Mcclure, OH
09/2017 → 09/2019

Oz Realty / List'n Sell Realty

Toledo, OH
04/2025 → Present

Exceed Financial Group

Continental, OH

Other Businesses

Forward Financial Group (FFG), 20 N. High Street (P.O. Box 628), New Albany, OH 43054. FFG is a financial services company. I have worked with Forward Financial Group as an independent contractor since August of 2019. I currently devote 160 hours/month to serving as a Senior Money Coach with FFG. In this role, I create free Get Out of Debt Plans for clients, sell life insurance and fixed indexed annuities, sign clients up for LegalShield if they need a will, and make referrals to a precious metals vendor.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-02

S65 Uniform Investment Adviser Law Examination

2025-01-02