Jeffrey
Gorton
Brookstone Capital Management LLC
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About this Advisor
Jeffrey Gorton is a certified financial planner based in Oklahoma City, Oklahoma, with 8 years of industry experience. Gorton currently works for Brookstone Capital Management LLC. During their career, Gorton has held roles at Alphastar Capital Management, Independent Annuity Specialists, Inc, Gorton Financial Services, LLC and Brookstone Capital Management. Gorton has a Series 65 license, designating them as an investment advisor representative, and is approved to work in Oklahoma. Brookstone Capital Management LLC is an advisory firm operating out of Wheaton, IL. It has offices in 271 locations and a total of 385 advisors. It handles $8 billion in total assets among its 56,700 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 56,700 customer accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets. Brookstone Capital Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees typically depend on the services offered. However, fees charged by Brookstone Capital Management LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brookstone Capital Management LLC Brokerage Details
$7,514,377,000
385
56,700
$132,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Gorton Work History
Jeffrey has been registered as a financial advisor for 8 years.*
Brookstone Capital Management
Gorton Financial Services, LLC
Alphastar Capital Management
Independent Annuity Specialists, Inc
*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 Jeffrey Gorton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
