Jason Stadsholt (CRD# 4495307) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Havana, IL and has over 22 years of experience in the finance industry.
CRD# 5581
Equitable Advisors, LLC
CRD# 4206534
Lpl Financial LLC
CRD# 4327525
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwestern Securities Trading Co, LLC | East Peoria, IL | Apr 2017 - Current | 7 |
| Havana National Bank | Havana, IL | Mar 2008 - Current | 16 |
| Infinex Investments, Inc. | Havana, IL | Jun 2008 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management1,263MILLIONS
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Total Number of Accounts8,452ACCOUNTS
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Average Account Value$149,433
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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- Educational seminars/workshops
- Other
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