Jon Stacy
Jon Stacy is a registered investment advisor at Signature Equity Partners, LLC, based in Sylvania, OH, with 25 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,056 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.
Location
5800 Monroe Street, Building B, Sylvania, OH, 43560
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is an Investment Advisor Representative with Signature Equity Partners, LLC, and conducts securities and variable insurance business under Varsity Wealth Management, taking about half and nearly all of his time, respectively. He also works as an insurance broker under Varsity Wealth Management, dedicating about 10-20% of his time to sales and marketing of fixed annuities and non-variable insurance.
Employment History
Current Registrations
Signature Equity Partners, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
LPL Financial LLCBroker
LPL Financial LLC
The Huntington Investment CompanyBroker
The Huntington Investment Company
LPL Financial LLC
LPL Financial LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Nylife Securities INC.Broker
State Registrations12 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.