James Donald Koester
Investment adviser representative at Brookstone Capital Management LLC
10 yearsExperience
4 statesRegistered in
$12.8BFirm assets
19 yearsFirm in business
Are you James Donald Koester? Claim your profile
Contact this firm
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
10 years in the industry.
- Brookstone Capital Management LLCSep 2022 to now
- Jdm FinancialSep 2021 to now
- Secure Asset Management, L.L.C.Nov 2016 to Apr 2022
- Capital Financial Services, IncNov 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (MI, NC, SC, VA).
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
- 4454750
- Firm CRD
- 141413