Jason Stone (CRD# 5455271) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 16 years of experience in the finance industry. Jason Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Mar 2024 - Current | < 1 |
| Secura Financial LLC | Orange, CA | Nov 2019 - Current | 4 |
| Barth Financial Advisors, LLC | Orange, CA | Sep 2013 - Current | 10 |
| Crown Capital Securities, LP | Orange, CA | Jan 2015 - Mar 2024 | 9 |
| Stone Hatcher LLC | Anaheim, CA | Jul 2013 - Dec 2019 | 6 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Jan 2014 - Dec 2014 | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- CA
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Total Assets Under Management230MILLIONS
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Total Number of Accounts1,123ACCOUNTS
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Average Account Value$205,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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