Advisor at Brookstone Wealth Advisors, LLC
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Firm
Brookstone Wealth Advisors, LLC
Location
Fernandina Beach, FL
Credentials
Series 65
Industry experience
2 years
William Jeffrey is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. He has previously worked at Arise Advisors and The Guardian Life Insurance Company. Jeffrey is involved in comprehensive financial and estate planning, including life, health, and disability insurance, with a focus on serving individual and business clients. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm uses model portfolios and a combination of active and passive strategies, managing accounts on a discretionary basis with a documented investment policy process.
Based on Brookstone Wealth Advisors, LLC
Based on Brookstone Wealth Advisors, LLC
Fixed fees for financial planning services ranging from $200 to $5,000 or more
Commission-based compensation for insurance and annuity products sold by some associated persons
Up to $350 per hour for financial planning services
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
Fernandina Beach, FL
Florida · Georgia · South Carolina
Arise Advisors
2022 - Present (4 years)
Arise Advisors
2014 - 2022 (8 years)
The Guardian Life Insurance Company
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Yulee, FL
Advanced Financial Strategists Inc
Series 63, Series 66
Fernandina Beach, FL
TBCPA, Inc.
Series 63
Amelia Island, FL
Hall Capital Management Company, Inc.
Series 63, Series 65
Fernandina Beach, FL
The Commonwealth Group LLC
Series 63, Series 65
Yulee, FL
Ministry Partners Securities, LLC
Series 63, Series 65
Saint Marys, GA
Thayer Partners LLC
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