Jason Stankowski, financial advisor Berkeley CA

Jason Stankowski

CRD Number: 2331752
Current Firm: Clayton Partners LLC

Jason Stankowski (CRD# 2331752) is an Investment Advisor Representative working at Clayton Partners LLC in Berkeley, CA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Clayton Partners LLC Berkeley, CA Nov 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Jason G. Stankowski
Phone Number: 415-296-5070
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $1,534,283
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA

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