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James Harvey Beatty

Brookstone Wealth Advisors, LLC

Wheaton, IL

Springfield, IL

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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-14
IL RA APPROVED 2025-07-14
MO RA APPROVED 2025-07-14
  • CA RA
    APPROVED
    Since 2025-07-14
  • IL RA
    APPROVED
    Since 2025-07-14
  • MO RA
    APPROVED
    Since 2025-07-14

Branch Locations

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

Springfield, IL • 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
Shankland Financial Advisors, Llc Hendersonville NC 02/2024 06/2025
Shankland Financial Advisors, Llc Hendersonville NC 01/2024 02/2024
Aldi, Inc Springfield IL 04/2018 01/2024
State Of Illinois Springfield IL 02/2020 02/2021
Kelly Services Springfield IL 04/2019 07/2019
Ups Springfield IL 04/2018 04/2019
Wells Fargo Home Mortgage Springfield IL 06/2008 10/2016
Unemployed Springfield IL 11/2016 04/2018
Brookstone Wealth Advisors, Llc Naperville IL 07/2025 Present
  • 02/2024 → 06/2025
    Shankland Financial Advisors, Llc
    Hendersonville, NC
  • 01/2024 → 02/2024
    Shankland Financial Advisors, Llc
    Hendersonville, NC
  • 04/2018 → 01/2024
    Aldi, Inc
    Springfield, IL
  • 02/2020 → 02/2021
    State Of Illinois
    Springfield, IL
  • 04/2019 → 07/2019
    Kelly Services
    Springfield, IL
  • 04/2018 → 04/2019
    Ups
    Springfield, IL
  • 06/2008 → 10/2016
    Wells Fargo Home Mortgage
    Springfield, IL
  • 11/2016 → 04/2018
    Unemployed
    Springfield, IL
  • 07/2025 → Present
    Brookstone Wealth Advisors, Llc
    Naperville, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-11
  • S65 Uniform Investment Adviser Law Examination
    2024-01-11

View on SEC IAPD

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Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL
EDWARD JONES · WHEATON, IL

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