Unclaimed Profile

Jason Frederick Stamm

BMO HARRIS FINANCIAL ADVISORS, INC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 63Clean record20 years registeredBMO HARRIS FINANCIAL ADVISORS, INC

115 S LASALLE STREET, CHICAGO, IL 60603CRD# 2370431Firm CRD# 137115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Frederick Stamm · CHICAGO, IL

Registration

CRD #2370431 · BMO HARRIS FINANCIAL ADVISORS, INC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BMO HARRIS FINANCIAL ADVISORS, INC

M&I FINANCIAL ADVISORS, INC.

Sep 2005 – Mar 2010

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 15, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMO HARRIS FINANCIAL ADVISORS, INC

CRD 137115 · SEC 801-64847

AUM

$5.1B

Regulatory assets under management

Employees

17,043 client accounts

Services offered by BMO HARRIS FINANCIAL ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BMO HARRIS FINANCIAL ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Jason Frederick Stamm offer?

Jason Frederick Stamm specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Jason Frederick Stamm's credentials?

Jason Frederick Stamm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Frederick Stamm located?

Jason Frederick Stamm is based in CHICAGO, Illinois, last registered with BMO HARRIS FINANCIAL ADVISORS, INC.

How does Jason Frederick Stamm charge for services?

Jason Frederick Stamm's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BMO HARRIS FINANCIAL ADVISORS, INC?

BMO HARRIS FINANCIAL ADVISORS, INC has approximately 35 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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