Jason Stuhmer (CRD# 6520949) is an Investment Advisor Representative working at Skyoak Capital, Inc. in Las Vegas, NV and has over 8 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Skyoak Wealth Management | Las Vegas, NV | Jun 2020 - Current | 3 |
| Skyoak Wealth | Las Vegas, NV | Sep 2019 - Jun 2020 | < 1 |
| Country Financial | Henderson, NV | Jul 2015 - Sep 2019 | 4 |
| Unemployed | Las Vegas, NV | Nov 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- CA
- NV
-
Total Assets Under Management179MILLIONS
-
Total Number of Accounts664ACCOUNTS
-
Average Account Value$269,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, NE, NH, NV, OR, TX, WA
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