Unclaimed Profile

Jason A Stuber

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC·LOUISVILLE, Kentucky

SIE, Series 7, Series 66Clean record22 years registeredCARDINAL STRATEGIC WEALTH GUIDANCE, LLC

9750 ORMSBY STATION ROAD, LOUISVILLE, KY 40223CRD# 4269880Firm CRD# 283226

Profile Verification

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

Identity

Jason A Stuber · LOUISVILLE, KY

Registration

CRD #4269880 · CARDINAL STRATEGIC WEALTH GUIDANCE, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SALING WEALTH ADVISORS

May 2016 – present

J.J.B. HILLIARD, W.L. LYONS, LLC

Nov 2012 – Apr 2016

LOUISVILLE, KY

J.P. MORGAN SECURITIES LLC

Nov 2012 – Nov 2012

LOUISVILLE, KY

J.P. MORGAN SECURITIES LLC

Aug 2010 – May 2012

LOUISVILLE, KY

J.J.B. HILLIARD, W.L. LYONS, LLC

May 2004 – Aug 2010

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC

CRD 283226 · SEC 801-107417

AUM

$410M

Regulatory assets under management

Employees

822 client accounts

Services offered by CARDINAL STRATEGIC WEALTH GUIDANCE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARDINAL STRATEGIC WEALTH GUIDANCE, LLC →

Introduction

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Frequently Asked Questions

What services does Jason A Stuber offer?

Jason A Stuber specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Jason A Stuber's credentials?

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

Where is Jason A Stuber located?

Jason A Stuber is based in LOUISVILLE, Kentucky, working with CARDINAL STRATEGIC WEALTH GUIDANCE, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Jason A Stuber charge for services?

Jason A Stuber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDINAL STRATEGIC WEALTH GUIDANCE, LLC?

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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