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Jameson Alan Van Houten

STONEGATE CAPITAL ADVISORS, LLC·SCOTTSDALE, Arizona
SIE, Series 7, Series 66CFP15 years registeredSTONEGATE CAPITAL ADVISORS, LLC
6263 N SCOTTSDALE RD, SCOTTSDALE, AZ 85250CRD# 2771800Firm CRD# 113843

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jameson Alan Van Houten · SCOTTSDALE, AZ
Registration
CRD #2771800 · STONEGATE CAPITAL ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

BEACON POINTE ADVISORS, LLC
Nov 2021 – present
STONEGATE CAPITAL ADVISORS, LLC
Jan 2017 – Nov 2021
SCOTTSDALE, AZ
STONEGATE CAPITAL ADVISORS, LLC
Sep 2014 – Dec 2016
SCOTTSDALE, AZ
ON INVESTMENT MANAGEMENT CO
Mar 2011 – Mar 2013
SCOTTSDALE, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 10, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

2009Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
STONEGATE CAPITAL ADVISORS, LLC
CRD 113843 · SEC 801-68121
AUM
$374M
Regulatory assets under management
Employees
9
1,250 client accounts
Services offered by STONEGATE CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STONEGATE CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jameson Alan Van Houten offer?
Jameson Alan Van Houten specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jameson Alan Van Houten's credentials?
Jameson Alan Van Houten holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jameson Alan Van Houten located?
Jameson Alan Van Houten is based in SCOTTSDALE, Arizona, working with STONEGATE CAPITAL ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jameson Alan Van Houten charge for services?
Jameson Alan Van Houten's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEGATE CAPITAL ADVISORS, LLC?
STONEGATE CAPITAL ADVISORS, LLC has approximately 9 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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