Jeanne S. Snowhite

BROOKSTONE WEALTH ADVISORS

WESTLAKE VILLAGE, CA 91362

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CRD#: 5509199

Professional summary

Jeanne Stacey Snowhite, who also goes by Jeanne Stacey Marchese, Jeanne Snowhite, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Westlake Village, California.

Jeanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeanne has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeanne Stacey Marchese | Jeanne Snowhite

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.

1.1ST CHOICE MORTGAGE LENDING INC., NOT INVESTMENT RELATED; 3044 FERNCREST PL, THOUSAND OAKS, CA 91362; MORTGAGE BROKER; PRESIDENT/OWNER; STARTED 06/2005; DEVOTES APPROXIMATE 5 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE ORIGINATE LOANS. 2.LIFE/HEALTH INSURANCE SALES; INVESTMENT RELATED; 3044 FERNCREST PL, THOUSAND OAKS, CA 91362; INSURANCE AGENT; STARTED 06/2004; DEVOTES ZERO HOURS A MONTH AND NONE DURING TRADING HOURS; DUTIES INCLUDE RETAINING THE INSURANCE LICENSE IN CASE IT IS EVER NEEDED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne Stacey Snowhite'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

April 8, 2025 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 5743 Corsa Avenue Suite 109, Westlake Village, CA 91362

RIA

CRD#: 137658

WESTLAKE VILLAGE, CA

Past

June 5, 2018 - August 6, 2024

WOODSTOCK WEALTH MANAGEMENT, INC.

RIA

CRD#: 283472

Thousand Oaks, CA

Past

January 21, 2009 - November 7, 2018

WOODSTOCK FINANCIAL GROUP, INC.

RIA

CRD#: 38095

THOUSAND OAKS, CA

Past

May 2, 2008 - December 12, 2019

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

THOUSAND OAKS, CA

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

California
(4/8/2025)

IAR

Idaho
(4/9/2025)

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 66

Date: 5/22/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2008

General Securities Representative Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 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

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.

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Jeanne S. Snowhite

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne Stacey Snowhite's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

WOODSTOCK WEALTH MANAGEMENT, INC.

WOODSTOCK FINANCIAL GROUP, INC.

WOODSTOCK FINANCIAL GROUP, INC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2008

SIE

Date: 10/1/2018

Series 7

Date: 5/1/2008

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

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