Jason M. Crump

BROOKSTONE WEALTH ADVISORS

WHEATON, IL 60189

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CRD#: 4096604

Professional summary

Jason Michael Crump is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Wheaton, Illinois and BROOKSTONE ASSET MANAGEMENT, LLC located in Wheaton, Illinois.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

12/1999-PRESENT, JASON CRUMP, SOLE PROPRIETOR, LICENSED INSURANCE AGENT. DEDICATES UP TO 8 HOURS A MONTH. 01/2014-PRESENT, FORMULA FOLIOS INVESTMENTS, LLC, MEMBER. DEDICATES 40 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Crump'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

August 25, 2010 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 1745 S Naperville Rd Suite 200, Wheaton, IL 60189Office #2: 4301 Canal Ave Sw, Grandville, MI 49418

RIA

CRD#: 137658

WHEATON, IL

Current

February 8, 2016 - Present

BROOKSTONE ASSET MANAGEMENT, LLC

Office #1: 1745 S Naperville Rd Suite 200, Wheaton, IL 60189

RIA

CRD#: 153467

WHEATON, IL

Past

October 25, 2004 - September 27, 2007

FIFTH THIRD SECURITIES, INC.

CRD#: 628

ROCKFORD, MI

Past

September 25, 2003 - October 11, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

June 24, 2003 - September 12, 2003

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

ENGLEWOOD, CO

Past

November 19, 2002 - June 26, 2003

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

November 29, 2001 - October 10, 2002

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

March 30, 2000 - November 5, 2001

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

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 ASSET MANAGEMENT, LLC

BROOKSTONE ASSET MANAGEMENT, LLC | FORMULAFOLIOS | FORMULA FOLIO INVESTMENTS, LLC | FORMULA FOLIO INVESTMENTS

CRD#: 153467 / SEC#: 801-72780

RIA

Registered Investment Advisory firm - (11/28/2011 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

California
(3/27/2015)

IAR

Michigan
(8/25/2010)

IAR

New Hampshire
(9/10/2015)

IAR

Texas
(4/21/2015)

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: 7/29/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/11/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/29/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKSTONE ASSET MANAGEMENT, LLC

BROOKSTONE ASSET MANAGEMENT, LLC | FORMULAFOLIOS | FORMULA FOLIO INVESTMENTS, LLC | FORMULA FOLIO INVESTMENTS

CRD#: 153467 / SEC#: 801-72780

RIA

Registered Investment Advisory firm - (11/28/2011 Approved)

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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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 507,587,539

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.

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Firm Stability Insights

Jason M. Crump

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Crump's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE ASSET MANAGEMENT, LLC

FIFTH THIRD SECURITIES, INC.

BANC ONE SECURITIES CORPORATION

GENEOS WEALTH MANAGEMENT, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

FORESTERS EQUITY SERVICES, INC.

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

BROOKSTONE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/29/2010

Series 63

Date: 2/11/2000

Series 6

Date: 3/29/2000

Current Firm

BROOKSTONE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

BROOKSTONE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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