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Jason Gordon Stankowski

CLAYTON PARTNERS LLC·BERKELEY, California
Clean recordCLAYTON PARTNERS LLC
3160 COLLEGE AVENUE, BERKELEY, CA 94705CRD# 2331752Firm CRD# 127546

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Gordon Stankowski · BERKELEY, CA
Registration
CRD #2331752 · CLAYTON PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Gordon Stankowski is a registered financial advisor based in BERKELEY, California, affiliated with CLAYTON PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CLAYTON PARTNERS LLC
CLAYTON PARTNERS LLC
AUM
$152M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CLAYTON PARTNERS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2331752
Firm CRD# 127546
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Gordon Stankowski offer?
Jason Gordon Stankowski specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERKELEY, California for a consultation.
What are Jason Gordon Stankowski's credentials?
Jason Gordon Stankowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Gordon Stankowski located?
Jason Gordon Stankowski is based in BERKELEY, California, working with CLAYTON PARTNERS LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Jason Gordon Stankowski charge for services?
Jason Gordon Stankowski's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLAYTON PARTNERS LLC?
CLAYTON PARTNERS LLC has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLAYTON PARTNERS LLC

Alex Gates
BERKELEY, CA
Brian Guy Lancaster
BERKELEY, CA
Gregory Wayne Johnson
SAN FRANCISCO, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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