Jonathan Brookes
Jonathan Brookes is a registered investment advisor at Hoxton Wealth USA LLC, based in Jersey City, NJ, with 5 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 920 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hoxton Wealth charges a fee for managing your investments. The fee is up to 1.75% per year, depending on the amount you invest, the attention required, and the work involved. This fee is billed monthly or quarterly. There is also a one-time onboarding fee for new international investment management clients, ranging from $500 to $1000, to cover account setup and administrative costs.
Location
101 Hudson Street, 21st Floor, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a majority owner-director at Station Management Services, LTD, spending minimal time on executive oversight. He also dedicates a few hours per week to advisory services at both Station International, LTD and Medstar Insurance Brokers, LLC, and about 10-20% of his time as a partner at Hoxton Capital Management, FZE.
Employment History
Current Registrations
Hoxton Wealth USA LLC
State Registrations1 state
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