Charlotte, NC Fairview Rd Southpark Tower Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,662,629,748
ClientsTotal clients
54,810
AdvisorsAdvisors at this office
2
Of 330 advisors across 206 offices
Location
6000 Fairview Rd Southpark Tower Ste 1200
Charlotte NC 28210
Advisors at this office
2
Advisors at this office
Daniel J
Series 65
Charlotte, NC
Brookstone Capital Management LLC
Daniel Jones is a Series 65-licensed financial advisor at Brookstone Capital Management LLC in Charlotte, NC, with six years of industry experience. He has been with Brookstone since 2019 and also has a background with APR Financial Group LLC dating back to 2012. Outside of advisory work, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Michael J
ChFC®, Series 66
Charlotte, NC
Brookstone Capital Management LLC
Michael Jones is a financial advisor at Brookstone Capital Management LLC in Charlotte, NC, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been affiliated with APR Financial LLC since 2011, where he operates an LLC that brokers life and health insurance, annuity products, and provides services related to Medicare, long-term care insurance, and 401(k) rollovers. Brookstone Capital Management is an SEC-registered adviser offering 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.
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