Jonathan Greve
Investment adviser representative at Brookstone Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$0Firm 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
16 years in the industry.
- Exceed Financial GroupApr 2025 to now
- Brookstone Wealth Advisors, LLCJan 2025 to now
- Forward Financial GroupAug 2019 to Mar 2025
- Oz Realty / List'n Sell RealtySep 2017 to Sep 2019
- The Ridge ProjectFeb 2012 to Sep 2018
- Northwest Real Estate ServicesAug 2010 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
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
- 8037981
- Firm CRD
- 137658