Jonathan
Cosner

Brookstone Capital Management LLC

CRD#6616453
Investment Advisor
in Columbus, OH

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About this Advisor

Jonathan Cosner is a financial advisor based in Columbus, Ohio, working with Brookstone Capital Management LLC. Jonathan has previously held positions at The Buckeye Ranch, Methodist Theological School In Ohio (Mtso), Acloché, Nationwide Investment Services Corporation, Morgan Stanley, E*Trade Securities, LLC, and Young Wealth Management. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Jonathan is part of Brookstone Capital Management LLC, which operates out of Columbus, Ohio. 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 66

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

6641 N. High St. Suite 200
Columbus, OH 43085

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

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

395

OH Average: 44
Total Number of Accounts

68,500

OH Average: 2,564
Average Account Size

$129,089

OH 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

Jonathan Cosner Work History

2024 - Present (1 year)

Young Wealth Management

2022 - 2023 (1 year)

E*Trade Securities, LLC

2021 - 2023 (2 years)

Morgan Stanley

2016 - 2021 (5 years)

Nationwide Investment Services Corporation

2015 - 2015 (< 1 year)

Methodist Theological School In Ohio (Mtso)

2015 - 2016 (1 year)

Acloché

2013 - 2015 (2 years)

The Buckeye Ranch

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Disclosures

Please visit the SEC profile of Jonathan Cosner 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

Andrew Sumallo
Charlotte, NC
David Hill
Wheaton, IL
Kyle Beshoar
Wheaton, IL
Brandon Means
Saint Peters, MO
Nicholas Hamner
Wheaton, IL
Michael Viken
Buffalo Grove, IL
Kyle Boston
Wheaton, IL
Davril Massey
Charlotte, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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