JC
JC

Jason Crump

16 Years of Experience
Grandville, MI
1 DisclosureSells Insurance

Jason Crump is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Grandville, MI, with 16 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
242 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

4301 Canal Ave SW, Grandville, MI, 49418

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2015
Settled
Other Business ActivitiesSells Insurance

Jason is a licensed insurance agent since 1999, dedicating a few hours per week to this activity. He is also a member of Formula Folios Investments, LLC, dedicating full-time hours to this role.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
Brookstone Asset Management, LLC
February 2016 - July 2026 · 10 yrs 5 mos
State Registrations4 states
CAMINHTX
Advisor

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
No exam information available for this advisor.
More Advisors