JB
JB

Jonathan Simon Brookes

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
920 clients
Average Client Portfolio
$511K average
Assets Under Management
$470.0M

Fee Structure

Minimum Investment:$25K
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Location

101 Hudson Street, 21st Floor, Jersey City, NJ, 07302

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jonathan is a majority owner-director at Station Management Services, LTD, spending minimal time on executive oversight. He also dedicates a few hours per week to advisory services at both Station International, LTD and Medstar Insurance Brokers, LLC, and about 10-20% of his time as a partner at Hoxton Capital Management, FZE.

Employment History
Current Registrations
Hoxton Wealth USA LLC
September 2020 - Present · 5 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.