Jason StonemanCRD Number: 4940521
Current Firm: Cibc Private Wealth Advisors, Inc.
Jason Stoneman (CRD# 4940521) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Washington, DC and has over 16 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Cibc Private Wealth Management||Washington, DC||Jul 2013 - Current||8|
|Unemployed||Unemployed, VA||Feb 2012 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management73,775MILLIONS
Total Number of Accounts31,292ACCOUNTS
Average Account Value$2,357,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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