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Jason Leon Stock

Stronghold Capital Partners LLC

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About Jason Leon Stock

Jason Stock is an Investment Advisor Representative associated with Stronghold Capital Partners LLC. Jason is registered to offer investment advisory services in Arizona, Hawaii, Louisiana, New York, Texas, and Utah. Jason has been in the financial services industry for over 10 years. Jason is a licensed insurance agent with Jason Stock, PLLC and Stronghold Wealth Partners LLC. Jason is also a real estate agent with JPAR Vantage.

Firm Information

Jason Stock is currently registered with Stronghold Capital Partners LLC. Stronghold Capital Partners LLC is an investment advisor based in [Main Office Location]. The firm primarily advises individuals, other than high-net-worth individuals, with approximately $24.10 million in assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services.

$24.10M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor

Solicitor

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Jason Stock’s Registration & Firm History

AZ

06/26/2024 - Present

Stronghold Capital Partners LLC (GILBERT AZ)

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Licenses & Designations

IA

Issued 04/23/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Leon Stock.
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