Jason Stock
Jason Stock is a registered investment advisor at Stronghold Capital Partners LLC, based in Scottsdale, AZ, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 393 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to Stronghold's 1% fee, sub-advisors may charge an additional 0.15% to 1% based on assets invested in their models. The annual fee is negotiable.
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History (2)
Regulatory
December 2025Regulatory
May 2025Other Business ActivitiesSells Insurance
Jason is an insurance agent with Jason Stock, PLLC and Stronghold Wealth Partners LLC, and a real estate agent with JPAR Vantage, dedicating about half his time to these activities. He also refers clients to Hedgehog Investments and Landing Rock Investments, spending a few hours per week on each.
Employment History
Current Registrations
Stronghold Capital Partners LLC
Previous Registrations
Calchoice Wealth Management LLC
Sterling Investment Advisor, INC.
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.