Jason L. Stock

STRONGHOLD CAPITAL PARTNERS LLC

Gilbert, AZ

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CRD#: 6314780

Professional summary

Jason Leon Stock is a registered financial advisor currently at STRONGHOLD CAPITAL PARTNERS LLC located in Gilbert, Arizona.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jason has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Jason Stock has a financial affiliated business as an insurance agent with Jason Stock, PLLC and Stronghold Wealth Partners LLC. He spends approximately 20% of his time transacting in insurance relating products. He also acts as a solicitor for third-party managers Portfolio Medics and Howard Capital Management, and Landing Rock, a banking institution that provides deposit accounts for clients. He spends approximately 5% of his time during market and non-market hours in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Leon Stock's 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

August 23, 2021 - Present

STRONGHOLD CAPITAL PARTNERS LLC

RIA

CRD#: 315763

Gilbert, AZ

Past

June 21, 2016 - October 25, 2021

CALCHOICE WEALTH MANAGEMENT LLC

RIA

CRD#: 281629

SCOTTSDALE, AZ

Past

May 8, 2014 - December 22, 2015

STERLING ADVISOR GROUP

RIA

CRD#: 147357

MESA, AZ

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

Arizona
(8/23/2021)

IAR

Hawaii
(7/5/2022)

IAR

Louisiana
(7/23/2024)

IAR

New York
(10/17/2022)

IAR

Texas
(11/6/2023)

IAR

Utah
(6/26/2024)

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

IAR

Series 65

Date: 4/23/2014

Uniform Investment Adviser Law Examination

Current Firm

STRONGHOLD CAPITAL PARTNERS LLC

CRD#: 315763 / SEC#:

Arizona

Registered Investment Advisory firm - (8/23/2021 Approved)

California

Registered Investment Advisory firm - (10/12/2021 Approved)

Colorado

Registered Investment Advisory firm - (3/27/2023 Approved)

Hawaii

Registered Investment Advisory firm - (5/5/2022 Approved)

Louisiana

Registered Investment Advisory firm - (7/23/2024 Approved)

New Jersey

Registered Investment Advisory firm - (5/31/2024 Terminated)

New York

Registered Investment Advisory firm - (10/17/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (7/11/2024 Approved)

Tennessee

Registered Investment Advisory firm - (2/13/2025 Approved)

Texas

Registered Investment Advisory firm - (11/6/2023 Approved)

Utah

Registered Investment Advisory firm - (6/26/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

Phone number

(480) 220-9809

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 33,110,000

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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Jason L. Stock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Leon Stock's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRONGHOLD CAPITAL PARTNERS LLC

CALCHOICE WEALTH MANAGEMENT LLC

STERLING ADVISOR GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/23/2014

Current Firm

STRONGHOLD CAPITAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRONGHOLD CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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