Jason Stadsholt, financial advisor East Peoria IL
58 score

Jason Stadsholt

CRD Number: 4495307
Current Firm: Midwestern Securities Trading Company,llc

Jason Stadsholt (CRD# 4495307) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Midwestern Securities Trading Co, LLC East Peoria, IL Apr 2017 - Current 1
Havana National Bank Havana, IL Mar 2008 - Current 10
Infinex Investments, Inc. Havana, IL Jun 2008 - Mar 2017 8
Massmutual Bloomington, IL Apr 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason F. Stadsholt
Phone Number: 309-699-6786
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    324
    MILLIONS
  • Total Number of Accounts
    2,303
    ACCOUNTS
  • Average Account Value
    $140,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VT, WI, WV

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BADGES
58

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