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Jason Blair Chandler

Advisor at Brookstone Wealth Advisors, LLC — Austin, MN

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Austin, MN

Brookstone Wealth Advisors, LLC logo

Brookstone Wealth Advisors, LLC

Investment Manager

Total advisors

223

Across 173 offices

Clients per advisor

0

Avg AUM per client

—

HNW client ratio

—

About

Jason Chandler is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at several firms, including Retirement Wealth Advisors, Inc., Regal Investment Advisors, LLC, and Wealth Watch Advisors, LLC. In addition to his advisory work, Chandler serves as a Staff Sergeant and instructor in the Minnesota National Guard and as a firefighter with the Rochester Fire Department. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates on a discretionary basis using model portfolios, sub-advisors, and an open-architecture approach, offering a range of investment vehicles and client-facing planning services.

Client services

Based on Brookstone Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookstone Wealth Advisors, LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Occupation focus

Based on Brookstone Wealth Advisors, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $5,000 or more

Commissions

Commission-based compensation for insurance and annuity products sold by some associated persons

Project-based

Up to $350 per hour for financial planning services

Other

Account minimum: $25,000 Minimum fee: Up to $500 annually for ERISA plans, either as fixed fee or not to exceed 1.0% of plan assets annually Fee-only: Hourly fees up to $350/hour billed in six-minute increments; Fixed fees ranging from $200 to $5,000 or more for financial planning

Location

See office

Austin, MN

Austin MN

Advisors at this office

1

Most active in

Minnesota

Work history

18 years of industry experience

Retirement Wealth Advisors, Inc.

2020 - Present • 6 years

Austin, MN

Regal Investment Advisors, Llc

2017 - 2020 • 3 years

Kentwood, MI

Wealth Watch Advisors, LLC

2015 - 2017 • 2 years

Austin, MN

Minnesota National Guard

2014 - Present • 12 years

Camp Ripley, MN

Rochester Fire Department

2013 - Present • 13 years

Rochester, MN

Summit Wealth Strategies

2009 - Present • 17 years

Austin, MN

Sawtooth Asset Management, Inc.

2009 - 2009 • 1 year

Austin, MN

Redhawk Wealth Advisors, Inc.

2009 - 2009 • 1 year

Austin, MN

Brookstone Capital Management LLC

2008 - 2009 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cassandra B

Series 63, Series 65

Austin, MN

Harbour Investments, Inc.

Cassandra Brashier is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2016, including time at ClearStep Financial and Avila Wealth Management. She also serves as an instructor for Community Education District 196. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing various investment approaches and multiple execution platforms.

Annuities Options & derivatives strategies
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Cynthia L

Series 63, Series 66

Austin, MN

Geneos Wealth Management, Inc.

Cynthia Low is a financial advisor at Geneos Wealth Management, Inc. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ever Bank and Center Financial, where she is also the owner. Outside of advising, she operates a gift basket business and is an independent fixed insurance agent and notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing multiple analytic approaches and investment strategies tailored to client needs.

ESG / Sustainable investing Options & derivatives strategies
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Todd E

Series 65

Austin, MN

Royal Fund Management, LLC

Todd Ehret is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2017. Prior to that, he was with USA Financial Securities Corporation and has operated Cornerstone Financial Resources, LLC since 2002, where he is involved in annuity and life insurance sales and conducts college planning workshops. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting services. The firm constructs portfolios tailored to client risk tolerance using various analytical approaches and investment strategies, and manages approximately $1.55 billion in assets with a team of 83 advisors.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Toby H

Series 66

Austin, MN

Ameriprise

Toby Hovelsrud is a financial advisor at Ameriprise in Austin, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he volunteers with Spruce up Austin, contributing to local park maintenance. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Kristine J

ChFC®, Series 66

Austin, MN

Edward Jones

Kristine Jorgenson is a financial advisor at Edward Jones in Austin, MN, holding the ChFC® and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014 and also works as a sales representative for Avon, a role she has held since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Sheryl N

Series 63

Brownsdale, MN

UBS Financial Services

Sheryl Nelson is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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