Jason Stock (CRD# 6314780) is an Investment Advisor Representative working at Stronghold Capital Partners LLC in Gilbert, AZ and has over 9 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landing Rock Investments | Pasadena, CA | Sep 2023 - Current | < 1 |
| Hedgehog Investments | Lehi, UT | Jan 2023 - Current | 1 |
| Jason Stock, Pllc | Gilbert, AZ | Jul 2021 - Current | 2 |
| Stronghold Capital Partners LLC | Gilbert, AZ | Jul 2021 - Current | 2 |
| Stronghold Wealth Partners LLC | Scottsdale, AZ | Apr 2021 - Current | 3 |
| American Financial Education Alliance | Charlotte, NC | Apr 2019 - Oct 2023 | 4 |
| Jpar Vantage | Mesa, AZ | Dec 2020 - Mar 2023 | 2 |
| Calchoice Financial, Inc. | Scottsdale, AZ | Jul 2018 - Oct 2022 | 4 |
| Calchoice Wealth Management Llc Dba Alphaone Wealth Strategies | Scottsdale, AZ | Jun 2016 - Oct 2021 | 5 |
| Lci Realty | Mesa, AZ | May 2017 - Dec 2020 | 3 |
| Granger & Brown Investments | Scottsdale, AZ | Apr 2017 - Jun 2018 | 1 |
| Caliber Home Loans | Chandler, AZ | Aug 2015 - Sep 2016 | 1 |
| Sterling Investment Advisor, Inc. | Mesa, AZ | May 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- AZ
- CA
- HI
- NJ
- NY
- TX
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts393ACCOUNTS
-
Average Account Value$61,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Other
AZ, CA, CO, HI, NJ, NY, TX
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