Jesus
Jaramillo

Brookstone Capital Management LLC

CRD#4902865
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jesus Jaramillo is a financial advisor operating out of Phoenix, Arizona with 2 years of relevant experience. Jaramillo is on the advisory team at Brookstone Capital Management LLC. Throughout their career, they have worked at Principal Life Ins Co, Princor Financial Services Corp, Western Southern Life, W&S Brokerage Services, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Calchoice Wealth Management, Inc, Transamerica Agency Network, Principal Financial, Calchoice Financial, Mutual Of Omaha Investment Services, Mutual Of Omaha Insurance Company, Massmutual Life Insurance Company, Mml Investors Services, LLC and Brookstone Capital Management. Jaramillo holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Arizona. Brookstone Capital Management LLC is a business based in Wheaton, IL. The firm has offices in 271 locations and a total of 385 employees. It handles $8 billion in assets between its 56,700 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 56,700 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in investable assets. Brookstone Capital Management LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types billed by Brookstone Capital Management LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Phoenix, AZ

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

AZ Average: $6,674,516,078
Total Number of Employees

385

AZ Average: 44
Total Number of Accounts

56,700

AZ Average: 2,564
Average Account Size

$132,529

AZ Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jesus Jaramillo Work History

Jesus has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Brookstone Capital Management

2019 - 2020 (1 year)

Massmutual Life Insurance Company

2019 - 2020 (1 year)

Mml Investors Services, LLC

2017 - 2019 (2 years)

Mutual Of Omaha Investment Services

2017 - 2019 (2 years)

Mutual Of Omaha Insurance Company

2016 - 2017 (1 year)

Calchoice Wealth Management, Inc

2016 - 2017 (1 year)

Calchoice Financial

2015 - 2016 (1 year)

Waddell & Reed, Inc

2015 - 2016 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2014 - 2015 (1 year)

Transamerica Agency Network

2013 - 2014 (1 year)

Western Southern Life

2013 - 2014 (1 year)

W&S Brokerage Services

2011 - 2013 (2 years)

Principal Life Ins Co

2011 - 2013 (2 years)

Princor Financial Services Corp

2011 - 2016 (5 years)

Principal Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jesus Jaramillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Capital Management LLC

Melissa Rimsky
Winter Park, FL
Christopher Glading
Wheaton, IL
Douglas Henke
Wheaton, IL
Thomas Martin
Wheaton, IL
Michael Miller
Wheaton, IL
Craig Dembeck
Wheaton, IL
Douglas Roller
Wheaton, IL
Canaan Penland
Wheaton, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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