Jonathan B Erwin
Investment Adviser Representative at Brookstone Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan B. Erwin is an investment adviser representative with Brookstone Wealth Advisors, LLC in Mauldin, SC, where they have been registered since 2023. They have worked in the securities industry since 2017 and have been registered with 5 firms, including Simplicity Wealth and Resources Investment Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Headsail Financial StrategiesNov 2010 – no end date reportedGreenville, SC
- Guardian LIFE Insurance CoMar 2014 – Aug 2017Greenville, SC
- PARK Avenue Securities LLCSep 2015 – Aug 2017Greenville, SC
- Massachusetts Mutual LIFE Insurance CompanyAug 2017 – Dec 2018Greer, SC
- MML Investors Services, LLCNov 2017 – Dec 2018Greer, SC
- Resources Investment AdvisorsJan 2019 – Mar 2020Overland Park, KS
- Simplicity Wealth, LLCMar 2020 – Apr 20235837866, NJ
- Brookstone Wealth AdvisorsApr 2023 – no end date reportedWheaton, IL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brookstone Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Mauldin, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan B Erwin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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