Jonathon Vasquez

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

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

• 04/2011 → 04/2017
  United States Air Force
  Washington, DC
• 04/2017 → Present
  California Educators Financial & Insurance Services
  Woodland Hills, CA
• 01/2022 → Present
  Retirement Wealth Advisors
  Woodland Hills, CA

Other Businesses

- California Educators Financial & Insurance Services - Investment Related -21550 Oxnard St. Suite 490, Woodland Hills, CA 91367 - Life and Annuity Insurance Sales - Insurance Agent/case design - started 04/2017 - Spend about 3 hours a day, about 90 hours a month - Spend 0 hours during trading hours - I sell life and annuity contracts and occasional case design.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-19

Other Names

• Jonathan Vasquez