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Jason Gordon Stankowski

CLAYTON PARTNERS LLC·BERKELEY, California
Series 7, Series 63, Series 65Clean record16 years registeredCLAYTON 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 · 16 years registered
Brand Profile
Not yet started
01

Career History

CLAYTON PARTNERS LLC
Jul 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · July 2, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLAYTON PARTNERS LLC
CRD 127546 · SEC 801-85190
AUM
$152M
Regulatory assets under management
Employees
3
94 client accounts
Services offered by CLAYTON PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CLAYTON PARTNERS LLC →
Introduction

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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
CFA
Gregory Wayne Johnson
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Research
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