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Jason Allen Stock

M3F, INC.·SALT LAKE CITY, Utah
Unclaimed Profile
2070 E 2100 S, SALT LAKE CITY, UT 84109CRD# 2817051Firm CRD# 151191
01

About

Jason Allen Stock is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with M3F, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
M3F, INC.
M3F, INC.
AUM
$612M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at M3F, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2817051
Firm CRD# 151191
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Allen Stock offer?
Jason Allen Stock specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Jason Allen Stock's credentials?
Jason Allen Stock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Allen Stock located?
Jason Allen Stock is based in SALT LAKE CITY, Utah, working with M3F, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Jason Allen Stock charge for services?
Jason Allen Stock'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 M3F, INC.?
M3F, INC. has approximately 5 employees and manages $612M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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