Jacob GolsethCRD Number: 7223611
Current Firm: Brookstone Wealth Advisors, LLC
Jacob Golseth (CRD# 7223611) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Bedford, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Retirement Wealth Advisors, Inc.||Bedford, TX||Jul 2021 - Current||1|
|Chadwick Financial||Bedford, TX||Jan 2020 - Current||3|
|Arnold Transportation Services||Addison, TX||Jul 2018 - Oct 2019||1|
|University Of Arkansas||Fayetville, AR||Oct 2016 - Jul 2018||1|
|University Of Arkansas||Fayetville, AR||May 2016 - Oct 2016||< 1|
|University Of Oklahoma||Norma, TX||Aug 2015 - May 2016||< 1|
|Camp Do It All||Coppell, TX||May 2015 - Aug 2015||< 1|
|University Of Oklahoma||Norman, OK||Feb 2014 - May 2015||1|
|Foot Locker||Grapevine, TX||Jun 2013 - Feb 2014||< 1|
|Grapevine High School||Grapevine, TX||Aug 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management32MILLIONS
Total Number of Accounts410ACCOUNTS
Average Account Value$78,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.