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JG

John M. Gifford

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CRD#: 1401231
JG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John M Gifford, who also goes by Jack Gifford, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1985. John had worked at 12 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Gifford

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 1, 2010 - March 2, 2012

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
WHEATON, IL
Past

January 4, 2010 - June 18, 2013

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
DAPHNE, AL
Past

January 3, 2008 - January 5, 2010

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
FAIRHOPE, AL
Past

December 1, 2006 - January 5, 2010

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
DAPHNE, AL
Past

April 18, 2006 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
PELHAM, AL
Past

January 24, 2005 - May 1, 2006

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
BIRMINGHAM, AL
Past

April 28, 2004 - May 1, 2006

FSC SECURITIES CORPORATION

BD
CRD#: 7461
BIRMINGHAM, AL
Past

April 19, 2001 - April 28, 2004

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
BIRMINGHAM, AL
Past

October 7, 1998 - April 28, 2004

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

June 17, 1998 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

July 26, 1991 - December 10, 1998

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

May 7, 1991 - June 18, 1991

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

July 10, 1989 - May 6, 1991

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

August 20, 1985 - May 22, 1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

August 20, 1985 - May 22, 1989

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BROOKSTONE CAPITAL MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC

CRD#: 141413 / SEC#: 801-68010

RIA
Registered Investment Advisory firm - (6/20/2007 Approved)
Arizona
Registered Investment Advisory firm - (6/25/2007 Terminated)
Arkansas
Registered Investment Advisory firm - (7/3/2007 Terminated)
California
Registered Investment Advisory firm - (6/26/2007 Terminated)
Illinois
Registered Investment Advisory firm - (6/20/2007 Terminated)
Indiana
Registered Investment Advisory firm - (6/25/2007 Terminated)
Nevada
Registered Investment Advisory firm - (7/19/2007 Terminated)
Ohio
Registered Investment Advisory firm - (6/25/2007 Terminated)
Oklahoma
Registered Investment Advisory firm - (6/20/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (7/25/2007 Terminated)
Texas
Registered Investment Advisory firm - (6/25/2007 Terminated)
Virginia
Registered Investment Advisory firm - (7/6/2007 Terminated)
Washington
Registered Investment Advisory firm - (6/25/2007 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/25/2007 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/6/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BC
BROOKSTONE CAPITAL MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC

CRD#: 141413 / SEC#: 801-68010

RIA
Registered Investment Advisory firm - (6/20/2007 Approved)
Arizona
Registered Investment Advisory firm - (6/25/2007 Terminated)
Arkansas
Registered Investment Advisory firm - (7/3/2007 Terminated)
California
Registered Investment Advisory firm - (6/26/2007 Terminated)
Illinois
Registered Investment Advisory firm - (6/20/2007 Terminated)
Indiana
Registered Investment Advisory firm - (6/25/2007 Terminated)
Nevada
Registered Investment Advisory firm - (7/19/2007 Terminated)
Ohio
Registered Investment Advisory firm - (6/25/2007 Terminated)
Oklahoma
Registered Investment Advisory firm - (6/20/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (7/25/2007 Terminated)
Texas
Registered Investment Advisory firm - (6/25/2007 Terminated)
Virginia
Registered Investment Advisory firm - (7/6/2007 Terminated)
Washington
Registered Investment Advisory firm - (6/25/2007 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/25/2007 Terminated)
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Contact information


Main Address
1745 S. Naperville Road Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
395

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROOKSTONE CAPITAL MANAGEMENT, LLC - FORM ADV PART 2A, APPENDIX 1 - WRAP BROCHURE (7/30/2025)

Regulatory assets under management


Total Number of Accounts73,650
AUM (Assets Under Management)$ 10,409,137,908

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROOKSTONE CAPITAL MANAGEMENT LLC

CRD#: 141413

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