Westlake Village, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations and business entities. Its advisors most commonly implement portfolios through the affiliated BCM Platform or the BCM wrap-fee program and also offer standalone financial planning and ERISA participant advisory services, with planning billed either hourly or as a fixed fee.
The firm operates on a discretionary basis using model portfolios, sub-advisors, proprietary model series and an open-architecture approach that can include equities, ETFs (including affiliated BAM ETFs), bond strategies, options overlays, defined‑outcome (buffer) ETFs, structured notes and annuity management. Advisors collect client information via an Investment Policy Statement and Risk Profile Questionnaire and disclose and manage conflicts arising from use of affiliated funds and related services while representing they act as fiduciaries for managed accounts.
Brookstone’s structure is notable for several uncommon features: it sponsors a wrap-fee program, maintains formal affiliations with an insurance organization and with an affiliated law firm (Perkins & Zayed, PC) for estate-planning referrals, and makes affiliated ETFs and an affiliated interval fund available in certain models. The firm also operates through a large network of Investment Adviser Representatives and multiple offices, discloses incentive and training programs for advisors, and offers client-facing planning billed hourly — all relationships and referral arrangements the firm discloses as potential conflicts of interest and describes mitigation steps for.
Based on Brookstone Wealth Advisors, LLC
Expertise
Based on Brookstone Wealth Advisors, LLC
Location
5743 Corsa Avenue Suite 109
Westlake Village CA 91362
Advisors at this office
3
Advisors at this office
Jeanne S
Series 66
Westlake Village, CA
Brookstone Wealth Advisors, LLC
Jeanne Snowhite is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at Woodstock Wealth Management, Inc. and Woodstock Financial Group, Inc. Additionally, she is the president and owner of 1 St Choice Mortgage Lending, Inc., a mortgage brokerage business she has operated since 2005. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a combination of active and passive strategies within a networked structure and offers additional services such as financial planning and implementation of insurance or annuity solutions when appropriate.
Alexis V
Series 66
Westlake Village, CA
Brookstone Wealth Advisors, LLC
Alexis Vasquez is a financial advisor at Brookstone Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Wealth Advisors, Generations Wealth Advisors LLC, and Horter Investment Management. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, operating primarily on a discretionary basis using model portfolios and an open-architecture approach that includes equities, ETFs, bond strategies, and other instruments. The firm maintains formal affiliations with an insurance organization and a law firm for estate-planning referrals, and offers a range of planning and advisory services through a large network of representatives.
Jonathon V
Series 65
Westlake Village, CA
Brookstone Wealth Advisors, LLC
Jonathon Vasquez is a financial advisor at Brookstone Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Retirement Wealth Advisors since 2022. Prior to that, he served in the United States Air Force from 2011 to 2017. Outside of his advisory role, he is involved in life and annuity insurance sales through California Educators Financial & Insurance Services. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles for retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies delivered via model portfolios and offers additional services such as financial planning and insurance implementation.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)