Jonathan Stano, financial advisor Greenville SC
93 score

Jonathan Stano

CRD Number: 5360074
Current Firm: Fintrust Investment Advisory Services, LLC

Jonathan Stano (CRD# 5360074) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has over 5 years of experience in the finance industry. Jonathan Stano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fintrust Brokerage Services, LLC Greenville, SC Jul 2012 - Current 5
Dehollander & Janse Financial Group Greenville, SC Feb 2012 - Jul 2012 < 1
Manpower Group Greenville, SC Jan 2012 - Feb 2012 < 1
Clemson University Clemson, SC Aug 2010 - Dec 2011 1
Fluor Greenville, SC Jun 2011 - Aug 2011 < 1
Vantage Financial Partners Limited Arlington Heights, IL Jul 2008 - Jul 2010 2
Unemployed Shelby Township, MI May 2008 - Jun 2008 < 1
College Student Mount Pleasant, MI Aug 2004 - May 2008 3
Cu Financial Services Troy, MI May 2007 - Aug 2007 < 1
Palace Sports & Entertainment Auburn Hills, MI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jonathan E. Stano
Phone Number: 864-288-2849
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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