Andrea Smith
Investment adviser representative at Brookstone Capital Management LLC
13 yearsExperience
2 statesRegistered in
$12.8BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Brookstone Capital Management LLCMay 2023 to now
- JP Morgan Securities LLCDec 2020 to Apr 2023
- J.P. Morgan Chase Bank NADec 2018 to Apr 2023
- HomemakerJun 2018 to Nov 2018
- BMO Harris BankMar 2017 to May 2018
- J.P. Morgan Chase Bank NAOct 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Brookstone Capital Management LLC
$12.8BAssets managed
54,845Clients
327Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4049369
- Firm CRD
- 141413