Unclaimed Profile

Zach Jonson

STACK FINANCIAL MANAGEMENT INC·WHITEFISH, Montana

SIE, Series 7, Series 63CFAClean record8 years registeredSTACK FINANCIAL MANAGEMENT INC

625 WISCONSIN AVENUE, WHITEFISH, MT 59937-2129CRD# 4639862Firm CRD# 106785

Profile Verification

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

Identity

Zach Jonson · WHITEFISH, MT

Registration

CRD #4639862 · STACK FINANCIAL MANAGEMENT INC · 8 years registered

Brand Profile

Not yet started

Career History

STACK FINANCIAL MANAGEMENT INC

Jan 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 9, 2018

Years registered · 8

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STACK FINANCIAL MANAGEMENT INC

CRD 106785 · SEC 801-45724

AUM

$1.8B

Regulatory assets under management

Employees

1,529 client accounts

Services offered by STACK FINANCIAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 STACK FINANCIAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Zach Jonson offer?

Zach Jonson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WHITEFISH, Montana for a consultation.

What are Zach Jonson's credentials?

Zach Jonson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Zach Jonson located?

Zach Jonson is based in WHITEFISH, Montana, working with STACK FINANCIAL MANAGEMENT INC. Their office serves clients in the WHITEFISH metropolitan area and surrounding communities.

How does Zach Jonson charge for services?

Zach Jonson'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 STACK FINANCIAL MANAGEMENT INC?

STACK FINANCIAL MANAGEMENT INC has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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