Jason Beckett
Jason Beckett is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in West Columbia, SC, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
825 Meeting Street, West Columbia, SC, 29169
Get directionsHistory
Regulatory History (3)
Regulatory
December 2010Employment Separation After Allegations
January 2009Investigation
December 2008Other Business ActivitiesSells Insurance
Jason owns Beckett Investment Group since 2005 and receives commissions on fixed insurance products, dedicating nearly full-time hours to it. He also owns 50% of BES Properties, the building where his office is located, dedicating a few hours per week.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Traderight Securities, INC.Broker
Nylife Securities INC.Broker
Thrivent Investment Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Fogle, CFPEdward Jones
- Frank Wall, CFPOsaic Wealth, INC.
- Jennifer Wilkes, ChFCState Farm Investment Management CORP.
- Joe Giltner, CFAAxio Consulting Group
- William Amick, CFPPrivate Client Services, LLC
- Donald Burkett, PFSBurkett Financial Services, LLC