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Jeffrey Alan Wilcox

Brookstone Capital Management LLC

Overland, KS

Olathe, KS

Wheaton, IL

CRD 2518526

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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
CO RA APPROVED 2017-10-27
TX RA APPROVED_RES 2015-10-21
MO RA APPROVED 2015-08-19
KS RA APPROVED 2012-06-28
  • CO RA
    APPROVED
    Since 2017-10-27
  • TX RA
    APPROVED_RES
    Since 2015-10-21
  • MO RA
    APPROVED
    Since 2015-08-19
  • KS RA
    APPROVED
    Since 2012-06-28

Branch Locations

7500 College Blvd., Suite 500, Overland, KS 66210 • United States

Olathe, KS • United States

1745 S. Naperville Road 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
OrganizationCityStateFromTo
Jw Advisory Group Overland Park KS 05/2013 Present
  • 05/2013 → Present
    Jw Advisory Group
    Overland Park, KS
Previous Registrations
  • 2006-07-06 → 2010-01-04
    Lpl Financial Llc
    Lenexa, KS
    Fort Mill, SC
    Lenexa, KS
  • 2002-08-07 → 2006-07-12
    New England Securities
    Overland Park, KS
    Overland Park, KS
Other Businesses

INSURANCE AND FIXED ANNUITY SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-08
S63 Uniform Securities Agent State Law Examination 1998-05-05
  • S65 Uniform Investment Adviser Law Examination
    2002-05-08
  • S63 Uniform Securities Agent State Law Examination
    1998-05-05
Other Names
  • Jeff Wilcox

View on SEC IAPD

Nearby Firms

KEEN WEALTH ADVISORS
TYR CAPITAL ADVISORS, LLC
WEALTH RENOVATORS, LLC

Nearby Investors

PAUL JOSEPH HEFFERON
Elijah Steele Fleming
MATTHEW ANTHONY MILLER

Nearby Offices

KEEN WEALTH ADVISORS · OVERLAND PARK, KS
TYR CAPITAL ADVISORS, LLC · OVERLAND PARK, KS
WEALTH RENOVATORS, LLC · OVERLAND PARK, KS

More in Overland, KS

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