DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Mark Weckel
Feed of 09/14/2026
At current firm
0 y
since Dec 2, 2025
In the industry
16 y
since Feb 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Alphastar Capital Management independent RIA currentsince Dec 2, 2025 · Greenville, Sc
- Brookstone Wealth Advisors, LLC no RAUMNov 1, 2023 to Dec 2, 2025 · Wheaton, Il
- Ae Wealth Management, LLC BD affiliatedNov 15, 2017 to Nov 7, 2023 · Highlands Ranch, Co
- Brookstone Capital Management LLC independent RIAOct 26, 2011 to Nov 16, 2017 · Chattanooga, Tn
Moves
a registration end followed by a registration begin elsewhere
- Brookstone Wealth Advisors, LLC to Alphastar Capital Managementleft Dec 2, 2025, registered Dec 2, 2025 (0 days) · Other
- Ae Wealth Management, LLC to Brookstone Wealth Advisors, LLCleft Nov 7, 2023, registered Nov 1, 2023 (-6 days) · Other
- Brookstone Capital Management LLC to Ae Wealth Management, LLCleft Nov 16, 2017, registered Nov 15, 2017 (-1 days) · Other · moved with a team
Signals
- Jason Mark Weckel left Brookstone Wealth Advisors, Llc for Alphastar Capital Management (registered 2025-12-02)Dec 2, 2025 · Advisor changed firm · fact
- Jason Mark Weckel left Ae Wealth Management, Llc for Brookstone Wealth Advisors, Llc (registered 2023-11-01)Nov 7, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address