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Zach Jonson

Stack Financial Management Inc.

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About Zach Jonson

Zach Jonson is a financial advisor with Stack Financial Management Inc., a firm based in Whitefish, Montana. Zach has been in the industry since 2003 and holds the Series 7 and Series 63 licenses as well as the SIE exam. Zach is a Chartered Financial Analyst (CFA) and focuses on providing financial planning and portfolio management for individuals and businesses.

Firm Information

Zach Jonson is currently registered with Stack Financial Management Inc.. Stack Financial Management Inc., headquartered in WHITEFISH, MT, is an investment advisor with a focus on financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages over $1.79 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. With a team of 10 investment advisor representatives, Stack Financial Management Inc. provides tailored financial solutions designed to meet the unique needs of its clients.
Stack Financial Management Inc.

625 WISCONSIN AVENUE

WHITEFISH, MT 59937-2129

$1.80B

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Zach Jonson’s Registration & Firm History

MT

01/09/2018 - Present

Stack Financial Management Inc. (WHITEFISH MT)

CO

05/26/2004 - 12/15/2017

ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 01/12/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zach Jonson.
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