JW
Jason M. Weckel
BROOKSTONE WEALTH ADVISORS
Greenville, SC 29607
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CRD#: 5994596
JW
Professional summary
Jason Mark Weckel is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Greenville, South Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 3 firms and has passed the Series 65 exam.
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.
The name of the other business I work for is R&R Financial Advisors. The business is related to the IAR practice. The address is 108 Frederick St Greenville, SC 29607. The nature of the business is the sale of fixed annuities, fixed index annuities, and life insurance. My position within the company is as a financial advisor, providing both securities advice and selling insurance products. My role with the company started on 09/2023. My time spent in recommending insurance products overlaps with my securities business, so overall I spend 5 hours a week devoted to preparing insurance recommendations. These hours are generally within securities trading hours. My duties are consistent with that of a financial advisor. 2.) Empower Law & Mediation, LLC. 3210 Pleasantburg #1023 Greenville, SC 29609. Consultant Reimbursement of marketing cost being paid back from law firm. Start date 01/1/25
CRS (Client Relationship Summary) - RIA
Click below to view Jason Mark Weckel's 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®
NoneExperience
Current
November 1, 2023 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 108 Frederick St., Greenville, SC 29607RIA
CRD#: 137658
Greenville, SC
Past
November 15, 2017 - November 7, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Greenville, SC
Past
October 26, 2011 - November 16, 2017
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
Highlands Ranch, CO
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".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
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
Colorado(11/1/2023)
IAR
Louisiana(11/16/2023)
IAR
North Carolina(6/12/2024)
IAR
South Carolina(11/8/2023)
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)Upgrade to AdvisorCheck Premium
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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
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Company Information
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658Greenville, SC 29607TRUST BUT VERIFY
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