JJ
CFA
JJ
CFA

Jason Wayne Joanis

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
536 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.70%

Fees negotiable above $10 Million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

661 University Blvd, Suite 100, Jupiter, FL, 33458

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Slatestone Wealth LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
BMO Asset Management CORP.
February 2021 - February 2022 · 1 yr
BMO Asset Management CORP.
June 2012 - December 2020 · 8 yrs 6 mos
M&i Investment Management CORP.
February 2010 - June 2012 · 2 yrs 4 mos
Holt Smith & Yates Advisors INC
December 1999 - September 2007 · 7 yrs 9 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.