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RIA / WealthAdvisor34 years in industry

JEFFREY PAUL GEEL

Advisor at BROOKSTONE CAPITAL MANAGEMENT LLC

St. Anne, IL | WHEATON, IL

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Search this name across graphsid dfx:ria:50cc4553-e02e-eeef-658c-994e540c3566

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROOKSTONE CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 5, 1992
First registration: Feb 7, 2000
Dual registered: no
IAPD individual key: 2069993

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jan 5, 2026	n/a	yes	WHEATON, IL\|St. Anne, IL	Current employment
J4 INVESTMENT ADVISORS, LLC	n/a	Oct 24, 2017	Dec 31, 2020	no	PALM HARBOR, FL	Previous registration
JEFFREY JACOB JAMES	n/a	Nov 30, 2011	Dec 31, 2013	no	OLDSMAR, FL	Previous registration
JEFFREY JACOB JAMES	n/a	Nov 30, 2011	Dec 31, 2012	no	OLDSMAR, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 7, 2000	Dec 18, 2002	no	CLEARWATER, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J4 INVESTMENT ADVISORS, LLC	BROOKSTONE CAPITAL MANAGEMENT LLC	Dec 31, 2020	Jan 5, 2026	1,831	Firm change after gap	Other
JEFFREY JACOB JAMES	J4 INVESTMENT ADVISORS, LLC	Dec 31, 2013	Oct 24, 2017	1,393	Firm change after gap	Other
MORGAN STANLEY DW INC.	JEFFREY JACOB JAMES	Dec 18, 2002	Nov 30, 2011	3,269	Firm change after gap	Other

Relationships

Registered with (4)

→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ J4 INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 24, 2017 to Dec 31, 2020factForm ADV
→ JEFFREY JACOB JAMESRegistered adviserregistration: previous registration
Nov 30, 2011 to Dec 31, 2013factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 7, 2000 to Dec 18, 2002factForm ADV

Dated events

No dated event names this entity yet.