Jonathan has been serving and helping families with Retirement and Investment Planning for over 20 years in Western NC. He has a passion to educate and empower his clients to help them gain the financial knowledge necessary to navigate the different phases of retirement. His main focus is to help secure his clients retirement income thru proper planning and maintaining that income for the rest of his client's lives. He strives to make sure his clients retire comfortably and maintain their lifestyle throughout retirement helping to make sure they can cover unexpected healthcare costs and rising inflation.
Jonathan teaches different workshops and classes on various Retirement and Investment Planning topics around the surrounding areas thru local libraries and universities.
He has a beautiful wife, Nicole, with 3 amazing daughters, Gabby, Josie, and Andi, that keep him busy.
At Epic Financial, we are people just like you. We have families that we love and want to
protect. We employ the same strategies and products that we recommend to our clients.
We are in the same boat as you. We may not be in the same phase of life, but we are
working toward the same goal.
We want to be financially secure, protect our families, efficiently use our money, and have
a comfortable retirement.
Let us help you obtain financial security thru educating, developing, and implementing
your unique plan.
General Information |
| Firm Start Year: | 2012 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 6588573 |
| Name of Broker/Dealer: | BROOKSTONE WEALTH ADVISORS, LLC |
| States Licensed in: | NC, SC, FL, GA, VA |
| Number of Years with Current Firm: | 22 |
| Work Experience: | Jonathan has been in the Financial Services industry straight out of college for the past 22 years. He began his career with A. G. Edwards & Sons (now Wells Fargo Advisors) before going independent to serve his clients. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts |
Services |
| Investment Types: | Insurance, Alternative Investments, Annuities, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Health, Life, Annuity |
Firm Information |
| Advisor's Number of Clients: | 100+ |
| Advisor's Number of Managed Clients: | 100+ |
| Advisor's Number of Planning Clients: | 100+ |
| Assets Managed by Advisor: | $50,000,000+ |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | 0.5-1.5% |
Education |
| BSBA - Finance and Banking | Appalachian State University
- Boone, NC 8/1995-12/1999 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| Boomer | Casar |
| Catawba | Claremont |
| Connellys Springs | Conover |
| Crouse | Denver |
| Drexel | Granite Falls |
| Hickory | Hiddenite |
| Hildebran | Hudson |
| Icard | Iron Station |
| Lawndale | Lenoir |
| Lincolnton | Maiden |
| Moravian Falls | Morganton |
| Newton | Rutherford College |
| Sherrills Ford | Statesville |
| Stony Point | Taylorsville |
| Terrell | Valdese |
| Vale | |
| Check | Money Order |
| Bank Transfer | Visa |
| MasterCard | American Express |
| Discover | |
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