JS
Jason C. Stuhmer
SKYOAK CAPITAL
Las Vegas, NV 89119
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CRD#: 6520949
JS
Professional summary
Jason Christopher Stuhmer is a registered financial advisor currently at SKYOAK CAPITAL, INC. located in Las Vegas, Nevada.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jason has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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.
1) Nasri Academy for Gifted Children ^ No ^ 5300 El Camino Road, Las Vegas, NV 89119 ^ Private school offering K - 8th Grade ^ Board of Trustees as well as Financial Management Committee ^ 7/11/18 ^ 0 hr/mo during market hours ^ 4 hrs/mo outside of market hours ^ I conduct meetings and help best appropriate funds of the school.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Christopher Stuhmer'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®
NoneExperience
Current
July 7, 2020 - Present
SKYOAK CAPITAL, INC.
Office #1: 6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119RIA
CRD#: 154248
Las Vegas, NV
Past
February 13, 2020 - July 1, 2020
SKYOAK WEALTH
RIA
CRD#: 299564
LAS VEGAS, NV
Past
August 19, 2015 - September 26, 2019
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
HENDERSON, NV
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".
SC
SKYOAK CAPITAL, INC.
OAK TREE ASSET MANAGEMENT | SKYOAK WEALTH MANAGEMENT, INC. | SKYOAK WEALTH MANAGEMENT | SKYOAK WEALTH | SKYOAK FINANCIAL | SKYOAK CAPITAL, INC. | SKYOAK ADVISORS | SKYOAK | OAK TREE ASSET MANAGEMENT, INC.
CRD#: 154248 / SEC#: 801-118745
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)California
Registered Investment Advisory firm - (7/10/2015 Terminated)Texas
Registered Investment Advisory firm - (6/10/2015 Terminated)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
California(7/7/2020)
IAR
Nevada(7/15/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SC
SKYOAK CAPITAL, INC.
OAK TREE ASSET MANAGEMENT | SKYOAK WEALTH MANAGEMENT, INC. | SKYOAK WEALTH MANAGEMENT | SKYOAK WEALTH | SKYOAK FINANCIAL | SKYOAK CAPITAL, INC. | SKYOAK ADVISORS | SKYOAK | OAK TREE ASSET MANAGEMENT, INC.
CRD#: 154248 / SEC#: 801-118745
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)California
Registered Investment Advisory firm - (7/10/2015 Terminated)Texas
Registered Investment Advisory firm - (6/10/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119
Mailing Address
6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119
Phone number
(800) 971-8070
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 669 |
| AUM (Assets Under Management) | $ 196,298,536 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
