JR

Jermetria Nichelle Robey

Brookstone Financial
4 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Brookstone Financial
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
413 clients
Average Client Portfolio
$179K average
Assets Under Management
$73.8M

Fee Structure

Hourly Rate:Up to $350/hr

This brochure supplement does not contain any fee information. Please refer to the PMB Capital Management LLC DBA Brookstone Financial brochure for fee details.

View Full Brochure on SEC
Areas of Practice
Insurance Planning

Advisor Information

Office location

2213 Allison Lane, Jeffersonville, IN, 47130

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2019
Final
Financial
November 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jermetria works as an insurance agent for Brookstone Financial, spending about half her time on insurance sales and services since March 2019. She is also a partner in Pat's Buzy Bees Properties, LLC, a residential real estate investing company, and a finance manager/rentals at an RV dealership, dedicating a few hours per week to each.

Employment History
Current Registrations
Brookstone Financial
August 2021 - Present · 4 yrs 5 mos
State Registrations2 states
INKY
Advisor
Exams
No exam information available for this advisor.