Jason Stock

from M3f, Inc.
SEC regulated
Regulated Investment Advisor
Jason Stock is a financial advisor based in Utah, Salt Lake City, with 28 years of experience. Jason currently works for M3f, Inc.. Jason maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Stock works at M3f, Inc.
M3f, Inc. is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $657,715,324 of assets under management and employs about 5 people. M3f, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
2070 E 2100 S, Suite 250, Salt Lake City, Utah, 84109

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