Jessica
Burch

Brookstone Wealth Advisors, LLC

CRD#6541011
Investment Advisor
in Woodway, TX

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About this Advisor

Jessica Burch is a financial advisor who works out of Woodway, Texas with a total of 4 years of industry experience. Burch is currently employed by Brookstone Wealth Advisors, LLC. Burch has gained experience at Wealth Watch Advisors LLC, Katy Isd, Retirement Wealth Advisors, Inc, Nurture Wealth, Burnell Financial Solutions, Regal Investment Advisors, The Prepare Institute, The Momentous Group, Winnow Wealth, LLC and Iron Horse Equipment Solutions LLC. Burch maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Louisiana and Texas. Brookstone Wealth Advisors, LLC is a financial advisory company that has its headquarters in Wheaton, IL. It has offices in 172 locations and a total of 198 people on staff. Brookstone Wealth Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which service is offered. However, fee types billed by Brookstone Wealth Advisors, LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 W. Highway 6 Ste. 330
Woodway, TX 76712

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

TX Average: 44

Investment Advisory Services

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

Jessica Burch Work History

Jessica has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Winnow Wealth, LLC

2020 - Present (4 years)

The Momentous Group

2019 - Present (5 years)

Retirement Wealth Advisors, Inc

2017 - Present (7 years)

Iron Horse Equipment Solutions LLC

2019 - 2019 (< 1 year)

Burnell Financial Solutions

2018 - 2020 (2 years)

The Prepare Institute

2017 - 2019 (2 years)

Regal Investment Advisors

2015 - 2017 (2 years)

Wealth Watch Advisors LLC

2015 - 2022 (7 years)

Nurture Wealth

2013 - 2014 (1 year)

Katy Isd

*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 Jessica Burch 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 Wealth Advisors, LLC

Barry Rutten
Kirkland, WA
Nicholas Bunio
Berwyn, PA
Eric Johnson
Atlanta, GA
Karyn Rowe
Yakima, WA
Leslie Verkuilen
Neenah, WI
Paul Yoon
Rio Grande, PR
John Newell
The Villages, FL
Frank Hicks
Johns Creek, GA

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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