Jason Stadsholt
Jason Stadsholt is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Havana, IL, with 24 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 11,847 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower, not to exceed 2.0% annually. Beacon Portfolios carry an additional $40 annual maintenance fee.
Fee Estimator
Location
112 S Orange Street, Havana, IL, 62644
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2008Employment Separation After Allegations
January 2007Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Jason works as a financial advisor at Havana National Bank, dedicating full-time hours to this role. He also engages in various insurance-related activities, including health, farm, and crop insurance sales, and serves as a service agent for United Life Ins Co, dedicating minimal time to each.
Employment History
Current Registrations
Midwestern Securities Trading Company, LLCBroker
Midwestern Securities Trading Co.,llc
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
MML Investors Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations6 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.
Exams
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