Jason Stallmann
Jason Stallmann is a registered investment advisor at Wells Fargo Advisors, based in Naperville, IL, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2056 Westings Avenue, Ste 540, Naperville, IL, 60563
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
Jason has a 12.5% ownership in Great Lakes Asset Management LLC and 100% ownership in Rock Chalk Wealth Management LLC. Both are investment-related and take up full-time hours each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.