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Jonn Thomas Mason

Brookstone Wealth Advisors, LLC

Lakewood, WA

Wheaton, IL

CRD 822882

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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:

Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-06-23
  • WA RA
    APPROVED
    Since 2022-06-23

Branch Locations

Lakewood, WA • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookstone Wealth Advisors Wheaton IL 06/2022 Present
Thornewood Advisors Usa, Llc Lakewood WA 03/2015 Present
  • 06/2022 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
  • 03/2015 → Present
    Thornewood Advisors Usa, Llc
    Lakewood, WA
Previous Registrations
  • 1993-10-01 → 2022-08-19
    Thornewood Advisors Usa Llc
  • 1993-10-01 → 2003-12-31
    Thornewood Advisors Usa Llc
    Lakewood, WA
Other Businesses

The name of the business is, 1stFinancial USA. This is not investment related. 4 Thornewood Ln SW - Lakewood, WA 98498. Thi is an insurance agency. Managing Partner. 12/2006.20 hours. 3 hours.Life insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-03-12
S63 Uniform Securities Agent State Law Examination 1987-10-06
  • S65 Uniform Investment Adviser Law Examination
    1993-03-12
  • S63 Uniform Securities Agent State Law Examination
    1987-10-06
Other Names
  • John Thomas Mason

View on SEC IAPD

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