Justin
Romo

Brookstone Capital Management LLC

CRD#7435175
Investment Advisor
in Yuba City, CA

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About this Advisor

Justin Romo is a financial advisor based in Yuba City, California, working with Brookstone Capital Management LLC. Justin has previously held positions at Brookstone Capital Management, Colliers International, The John Stewart Company, Pacific Cove Appraisals, and Religious Order Of Jehovah's Witnesses. Justin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Justin is part of Brookstone Capital Management LLC, which operates out of Yuba City, California. The firm has 271 offices and 395 employees. The firm manages assets totaling $8.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Brookstone Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

1152 Manchester Way
Yuba City, CA 95991

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

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

395

CA Average: 44
Total Number of Accounts

68,500

CA Average: 2,564
Average Account Size

$129,089

CA 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

Justin Romo Work History

2021 - Present (3 years)

Brookstone Capital Management

2019 - Present (5 years)

Colliers International

2018 - 2019 (1 year)

The John Stewart Company

2016 - 2018 (2 years)

Pacific Cove Appraisals

2010 - 2016 (6 years)

Religious Order Of Jehovah'S Witnesses

Disclosures

Please visit the SEC profile of Justin Romo 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

Kyle Beshoar
Wheaton, IL
Mitchell Nunn
Wheaton, IL
Ryan Swiatek
Wheaton, IL
Nicholas Hamner
Wheaton, IL
Robert Szymanski
Duluth, GA
Kyle Boston
Wheaton, IL
Marissa Wood
Riverside, NJ
Eddie James
Wheaton, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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