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Jesus Jaramillo

Brookstone Capital Management LLC
19 Years of Experience
Phoenix, AZ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jesus Jaramillo is a registered investment advisor at Brookstone Capital Management LLC, based in Phoenix, AZ, with 19 years of industry experience. Jesus 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 6 more. Their firm serves 54,845 clients with $13B in assets under management.

Brookstone Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
335 advisors
Number of Clients
54,845 clients
Average Client Portfolio
$232K average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Phoenix, AZ

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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.
Employment Separation After Allegations
May 2024
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jesus is an insurance agent since 2017, selling life, disability, long-term care, and health insurance, dedicating a few hours per week. He is also a health insurance agent since 2006 and plays music for events since 1984.

Employment History
Current Registrations
Brookstone Capital Management LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Thrivent Investment Management INC.
July 2023 - June 2024 · 11 mos
Thrivent Investment Management INC.Broker
July 2023 - June 2024 · 11 mos
Brookstone Capital Management LLC
June 2021 - July 2023 · 2 yrs 1 mo
MML Investors Services, LLC
May 2019 - September 2020 · 1 yr 4 mos
MML Investors Services, LLCBroker
May 2019 - September 2020 · 1 yr 4 mos
Mutual of Omaha Investor Services, INC.
August 2017 - March 2019 · 1 yr 7 mos
Mutual of Omaha Investor Services, INC.Broker
August 2017 - March 2019 · 1 yr 7 mos
Cal Choice Wealth Management, INC
July 2016 - July 2017 · 1 yr
Waddell & Reed
September 2015 - June 2016 · 9 mos
Waddell & ReedBroker
July 2015 - June 2016 · 11 mos
W&s Brokerage Services, INC.Broker
October 2013 - November 2014 · 1 yr 1 mo
Princor Financial Services Corporation
January 2011 - August 2013 · 2 yrs 7 mos
Princor Financial Services CorporationBroker
January 2011 - August 2013 · 2 yrs 7 mos
MML Investors Services, INC.
June 2010 - November 2010 · 5 mos
MML Investors Services, INC.Broker
June 2010 - November 2010 · 5 mos
Pruco Securities, LLC.Broker
February 2008 - June 2010 · 2 yrs 4 mos
Nylife Securities LLCBroker
July 2007 - February 2008 · 7 mos
Pruco Securities, LLC.Broker
February 2005 - July 2007 · 2 yrs 5 mos
State Registrations1 state
AZ
Advisor

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Exams
No exam information available for this advisor.
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