Skip to content

Jonathan Simon Brookes

Investment adviser representative at Hoxton Wealth
14 yearsExperience
1 stateRegistered in
$803.5MFirm assets
4 yearsFirm in business

Are you Jonathan Simon Brookes? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Hoxton Wealth (UK) Ltd.Jan 2025 to now
  2. Eui Private Wealth LtdMar 2022 to now
  3. Hoxton Capital Management (europe) Ltd.Oct 2021 to now
  4. Hoxton Capital Management (UK) LtdApr 2021 to now
  5. Hoxton WealthSep 2020 to now
  6. Hoxton Wealth USA LLCSep 2020 to now
  7. Medstar Insurance Brokers, LLCMar 2013 to now
  8. Station International Ltd (bvi)Dec 2012 to now
  9. Hoxton Capital Management FzeMar 2020 to May 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

Hoxton Wealth

Legal name: Hoxton Wealth USA LLC

$803.5MAssets managed
1,378Clients
40Advisers
4 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
7293504
Firm CRD
307387
Advisor's SEC record (opens in a new tab)
CallContact this firm