Jonathan E. Brochstein
Professional summary
Jonathan Edward Brochstein, who also goes by Jonathan E Brochstein, is a registered financial advisor currently at WESTON WEALTH ADVISORS, LLC located in Forest Hills, New York.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jonathan has worked at 7 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Edward Brochstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2011 - Present
WESTON WEALTH ADVISORS, LLC
January 12, 2005 - August 12, 2011
INVESTORS CAPITAL CORP.
September 2, 2003 - December 31, 2004
EASTERN POINT ADVISORS INC.
September 2, 2003 - August 12, 2011
INVESTORS CAPITAL CORP.
November 21, 2002 - August 25, 2003
SIGNATOR INVESTORS, INC.
June 21, 2002 - August 25, 2003
SIGNATOR INVESTORS, INC.
May 16, 2000 - June 12, 2002
KESTRA INVESTMENT SERVICES, LLC
February 2, 1999 - May 24, 2000
NATHAN & LEWIS SECURITIES, INC.
November 28, 1994 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
November 28, 1994 - December 23, 1998
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2012)
(7/28/2011)
(3/20/2023)
(5/9/2021)
Exams
Current Firm
WESTON WEALTH ADVISORS, LLC
CRD#: 158372 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 20,659,099 |
Red Flags
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