Jonathon Armstrong
Jonathon Armstrong is a CFP-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Mt Juliet, TN, with 13 years of industry experience. Jonathon 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
Mt Juliet, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathon created Trajectory Wealth, LLC to provide financial planning and hourly advice to clients.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Facet
Virtue Capital Management, LLC
Horter Investment Management, LLC
Center Street Advisors, INC.
Brookstone Capital Management LLC
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
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