Jason L. Beckett

BROOKSTONE WEALTH ADVISORS

West Columbia, SC 29169

Some features on this profile are disabled

CRD#: 3186927

Professional summary

Jason Lee-karl Beckett, who also goes by Jason Leekarl Beckett, Jb Beckett, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in West Columbia, South Carolina.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Leekarl Beckett | Jb Beckett

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.

OWNER OF BECKETT INVESTMENT GROUP SINCE MAY 2005, LOCATED AT 825 Meeting Street, WEST COLUMBIA, SC 29169. THIS OTHER BUSINESS IS NOT INVESTMENT-RELATED. I RECEIVE COMMISSIONS ON FIXED INSURANCE PRODUCTS. I DEVOTE APPROXIMATELY 30 HOURS PER WEEK TO BECKETT FINANCIAL GROUP, ALL OF WHICH OCCUR DURING SECURITIES TRADING HOURS. BES PROPERTIES SINCE JUNE 2005, 50% OWNER OF BUILDING WHERE OFFICE IS. DEVOTE APPROX 5 HOURS PER WEEK. RECIEVE PERCENTAGE OF PROFITS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee-karl Beckett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

February 22, 2022 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 825 Meeting Street, West Columbia, SC 29169

RIA

CRD#: 137658

West Columbia, SC

Past

January 10, 2007 - January 7, 2009

TRADERIGHT SECURITIES, INC.

CRD#: 45598

LEXINGTON, SC

Past

January 16, 2003 - July 18, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

LEXINGTON, SC

Past

February 22, 1999 - January 7, 2003

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

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".

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(2/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/5/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/15/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1745 S Naperville Rd Suite 200, Wheaton, IL 60189

Mailing Address

Phone number

(630) 653-1400

Established

Firm type

Fiscal year end

# of Employees

244

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

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.

Similar Advisors

Daniel Hoefer

EDWARD JONES

IAR

Irmo, SC

Erin Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

IAR

Jacksonville, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason L. Beckett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee-karl Beckett's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

TRADERIGHT SECURITIES, INC.

NYLIFE SECURITIES LLC

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2021

Series 63

Date: 2/15/1999

Series 6

Date: 2/15/1999

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors