Jason Stroede
Jason Stroede is a registered investment advisor at Sowell Management, based in North Little Rock, AR, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,572 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sowell Management charges an annual fee based on the value of your portfolio. This fee can be up to 2.5% per year, but the exact amount depends on the size and composition of your portfolio, the services you receive, and the specific investment advisor representative you work with. Fees are typically charged in advance, but can also be billed after the fact. The fee may be negotiable.
Location
5320 Northshore Drive, North Little Rock, AR, 72118
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2016Other Business ActivitiesSells Insurance
Jason operates Clarus Wealth Management, an investment advisor business that also includes insurance sales (life/health) and services related to his Certified Divorce Financial Analyst designation, dedicating about 10-20% of his time. He also owns an e-commerce website, madrigear.com, dedicating minimal time to it.
Employment History
Current Registrations
Sowell Management
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Gradient Advisors, LLC
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
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.