Jonathon E. Armstrong
Professional summary
Jonathon Edward Armstrong, CFP®, who also goes by Jon Armstrong, Jonathon Armstrong, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Mt Juliet, Tennessee.
Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathon has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Edward Armstrong's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
April 25, 2024 - Present
BROOKSTONE WEALTH ADVISORS, LLC
June 8, 2021 - April 15, 2024
FACET
October 17, 2018 - April 27, 2021
VIRTUE CAPITAL MANAGEMENT, LLC
January 5, 2016 - October 12, 2018
HORTER INVESTMENT MANAGEMENT, LLC
February 11, 2015 - December 23, 2015
CENTER STREET ADVISORS, INC.
June 6, 2014 - September 1, 2015
CENTER STREET SECURITIES, INC.
September 17, 2012 - January 30, 2015
BROOKSTONE CAPITAL MANAGEMENT LLC
September 24, 2011 - June 6, 2014
CENTER STREET SECURITIES, INC.
Primary Firm SEC Registration
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658 / SEC#: 801-67628
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/25/2024)
Exams
Series 62
Date: 12/22/2012
Corporate Securities Limited Representative ExaminationCurrent Firm
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658 / SEC#: 801-67628
Contact information
SEC notice filing (52 States and Territories)
Documents
Red Flags
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