Stacia Jones
Stacia Jones is a registered investment advisor at Silver Oak Securities, INC., based in Greenwood, IN, with 7 years of industry experience. Stacia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
720 Executive Park Dr, Suite 1600, Greenwood, IN, 46143
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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
Stacia is affiliated with Ash Brokerage, offering fixed annuities, term life insurance, whole life insurance, and long-term care, dedicating minimal time to this. She also owns becauseOne, an online platform for non-profits, spending about 10-20% of her time on it, and is a licensed assistant for Winteregg & Associates LLC.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
State Registrations1 state
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