Jonathan Erwin
Jonathan Erwin is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Wheaton, IL, with 8 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189
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.