Unclaimed Profile

August Joseph Stone

OPTIMUM FINANCIAL SERVICES, LLC·JACKSON, Mississippi

Clean recordOPTIMUM FINANCIAL SERVICES, LLC

1817 CRANE RIDGE DRIVE, JACKSON, MS 39216-4902CRD# 1741984Firm CRD# 105878

Profile Verification

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

Identity

August Joseph Stone · JACKSON, MS

Registration

CRD #1741984 · OPTIMUM FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

August Joseph Stone is a registered financial advisor based in JACKSON, Mississippi, affiliated with OPTIMUM FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

OPTIMUM FINANCIAL SERVICES, LLC

AUM

$257M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPTIMUM FINANCIAL SERVICES, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1741984

Firm CRD# 105878

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does August Joseph Stone offer?

August Joseph Stone specializes in Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.

What are August Joseph Stone's credentials?

August Joseph Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is August Joseph Stone located?

August Joseph Stone is based in JACKSON, Mississippi, working with OPTIMUM FINANCIAL SERVICES, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does August Joseph Stone charge for services?

August Joseph Stone's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMUM FINANCIAL SERVICES, LLC?

OPTIMUM FINANCIAL SERVICES, LLC has approximately 4 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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