JS
CFP
JS
CFP
Jason Stone is a CFP-designated registered investment advisor, based in Orange, CA, with 18 years of industry experience.
Location
333 City Boulevard West,, Suite 2050, Orange, CA, 92868-2944
Get directionsHistory
Regulatory History (4)
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Customer Dispute
February 2026Pending
Customer Dispute
March 2025Settled
Customer Dispute
November 2024Pending
Customer Dispute
May 2024Settled
Other Business ActivitiesSells Insurance
Jason is treasurer for Theta Chi Fraternity, a board member at Child Lane, and a financial advisor for Secura Financial LLC. He also owns Bentley Insurance Agency, dedicating a few hours per week to writing and reviewing insurance policies, and is a registered representative with Arkadios Capital, spending about 10-20% of his time there.
Employment History
Current Registrations
Arkadios CapitalBroker
March 2024 - Present · 2 yrs 2 mos
Secura Financial
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Stone Hatcher Financial
April 2018 - June 2019 · 1 yr 2 mos
Crown Capital Securities, L.P.
September 2015 - March 2024 · 8 yrs 6 mos
Crown Capital Securities, L.P.Broker
January 2015 - March 2024 · 9 yrs 2 mos
J. W. Cole Advisors, INC.
January 2014 - December 2014 · 11 mos
J.W. Cole Financial, INC.Broker
August 2013 - December 2014 · 1 yr 4 mos
Ameriprise Financial Services, INC.
February 2008 - August 2013 · 5 yrs 6 mos
Ameriprise Financial Services, INC.Broker
January 2008 - August 2013 · 5 yrs 7 mos
State Registrations17 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.