Jonathan Erwin
Jonathan Erwin is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Mauldin, SC, with 9 years of industry experience. Jonathan 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
106 Renaissance Cir, Mauldin, SC, 29662
Get directionsHistory
Regulatory History (1)
Criminal
March 2001Other Business ActivitiesSells Insurance
Jonathan is an independent insurance agent with Headsail Financial Strategies since 2010, where he also provides consulting and education. He spends nearly full-time on these activities, including about three-quarters of his time during trading hours, focusing on insurance sales and education.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Simplicity Wealth
Resources Investment Advisors
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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
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