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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-30
  • IN RA
    APPROVED
    Since 2026-03-30

Branch Locations

4630 W Jefferson Blvd Suite 6, Fort Wayne, IN 46804 • 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
OrganizationCityStateFromTo
W & S Brokerage Services Cincinnati OH 08/2022 03/2023
Western & Southern Life Kokomo IN 06/2022 03/2023
Bankers Life Indianapolis IN 02/2022 05/2022
Maximus Indianapolis IN 12/2021 02/2022
Navient Indianapolis IN 04/2014 12/2021
Brookstone Wealth Advisors Wheaton IL 03/2026 Present
Thompson Family Insurance Kokomo IN 03/2023 Present
  • 08/2022 → 03/2023
    W & S Brokerage Services
    Cincinnati, OH
  • 06/2022 → 03/2023
    Western & Southern Life
    Kokomo, IN
  • 02/2022 → 05/2022
    Bankers Life
    Indianapolis, IN
  • 12/2021 → 02/2022
    Maximus
    Indianapolis, IN
  • 04/2014 → 12/2021
    Navient
    Indianapolis, IN
  • 03/2026 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
  • 03/2023 → Present
    Thompson Family Insurance
    Kokomo, IN
Other Businesses

Thompson Family Insurance | Non-Investment-Related | 1639 W Walnut St, Kokomo, IN 46901 | Independent Medicare insurance agency | Owner/Agent | Est. 03/2023 | Approx. 160 hrs/month | 0 hrs during securities trading hours | Duties: Medicare insurance sales and client advisory services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-05
S63 Uniform Securities Agent State Law Examination 2022-09-15
  • S65 Uniform Investment Adviser Law Examination
    2026-03-05
  • S63 Uniform Securities Agent State Law Examination
    2022-09-15
Other Names
  • Jason Thompson

View on SEC IAPD

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