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James A

Series 63, Series 65

Jacksonville, FL

Brookstone Capital Management LLC

James Aldrich II is a financial advisor with Brookstone Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Brookstone since 2018 and also serves as president of First Coast Financial Group Inc, an independent insurance agency focused on fixed insurance products, a role he has held since 2004. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering a range of discretionary investment strategies and support services.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Kyle B

Series 65

Jacksonville, FL

Brookstone Capital Management LLC

Kyle Boston is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020. Prior to this, he has held roles at First Coast Financial Group, where he is also Vice President, as well as earlier positions in unrelated industries. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a mix of strategic asset-allocation models, various securities, and sub-advisor relationships to implement client allocations.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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