Unclaimed Profile

Jason Robert Wenk

BROOKSTONE CAPITAL MANAGEMENT LLC·WHEATON, Illinois

Series 7, Series 31, Series 65, Series 6616 years registeredBROOKSTONE CAPITAL MANAGEMENT LLC

1745 S. NAPERVILLE ROAD, WHEATON, IL 60189CRD# 4310095Firm CRD# 141413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Robert Wenk · WHEATON, IL

Registration

CRD #4310095 · BROOKSTONE CAPITAL MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

GRAETZ WEALTH

Dec 2022 – present

FORMULA FOLIO INVESTMENTS

Feb 2014 – Dec 2021

GRAND RAPIDS, MI

BROOKSTONE WEALTH ADVISORS, LLC

Jun 2010 – Dec 2022

WHEATON, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · June 16, 2010

Years registered · 16

Disclosure History

2005Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BROOKSTONE CAPITAL MANAGEMENT LLC

CRD 141413 · SEC 801-68010

AUM

$8.8B

Regulatory assets under management

Employees

395

68,500 client accounts

Services offered by BROOKSTONE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BROOKSTONE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jason Robert Wenk offer?

Jason Robert Wenk specializes in Financial Planning, Investment Management. Contact their office in WHEATON, Illinois for a consultation.

What are Jason Robert Wenk's credentials?

Jason Robert Wenk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Robert Wenk located?

Jason Robert Wenk is based in WHEATON, Illinois, working with BROOKSTONE CAPITAL MANAGEMENT LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.

How does Jason Robert Wenk charge for services?

Jason Robert Wenk's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROOKSTONE CAPITAL MANAGEMENT LLC?

BROOKSTONE CAPITAL MANAGEMENT LLC has approximately 395 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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