Zach Jonson

STACK FINANCIAL MANAGEMENT

Whitefish, MT 59937-2129

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CRD#: 4639862

Professional summary

Zach Jonson, who also goes by Zach Lynn Jonson, Zachary Lynn Jonson, is a registered financial advisor currently at STACK FINANCIAL MANAGEMENT INC located in Whitefish, Montana.

Zach is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Zach has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Lynn Jonson | Zachary Lynn Jonson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ZACH JONSON IS A MEMBER OF SFM LEGACY, LLC, WHICH IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MONTANA. SFM LEGACY, LLC WAS ESTABLISHED TO ENSURE THE INTERNAL SUCCESSION OF STACK FINANCIAL MANAGEMENT. SFM LEGACY, LLC IS NOT AN INVESTMENT-RELATED BUSINESS. MR. JONSON BECAME A NON-MANAGING MEMBER OF THE LLC IN SEPTEMBER 2022 AND HE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HIS TIME TO THE BUSINESS, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zach Jonson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 9, 2018 - Present

STACK FINANCIAL MANAGEMENT INC

Office #1: 625 Wisconsin Avenue, Whitefish, MT 59937-2129

RIA

CRD#: 106785

Whitefish, MT

Past

May 26, 2004 - December 15, 2017

ICON DISTRIBUTORS, INC.

CRD#: 28568

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STACK FINANCIAL MANAGEMENT INC

CRD#: 106785 / SEC#: 801-45724

RIA

Registered Investment Advisory firm - (2/15/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Montana
(1/10/2018)

IAR

Texas
(1/9/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/12/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/25/2004

General Securities Representative Examination

Current Firm

STACK FINANCIAL MANAGEMENT INC

CRD#: 106785 / SEC#: 801-45724

RIA

Registered Investment Advisory firm - (2/15/1994 Approved)

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Contact information

Main Address

625 Wisconsin Avenue, Whitefish, MT 59937-2129

Mailing Address

Phone number

(406) 862-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,548
AUM (Assets Under Management)	$ 1,895,347,687

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Zach Jonson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zach Jonson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STACK FINANCIAL MANAGEMENT INC

ICON DISTRIBUTORS, INC.

Primary Firm SEC Registration

STACK FINANCIAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/12/2009

SIE

Date: 12/15/2017

Series 7

Date: 5/25/2004

Current Firm

STACK FINANCIAL MANAGEMENT INC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STACK FINANCIAL MANAGEMENT INC

TRUST BUT VERIFY

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