Jake A. Ranostaj

STENGER FAMILY OFFICE

Spring, TX 77389

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CRD#: 7061793

Professional summary

Jake Allen Ranostaj, who also goes by Jake Ranostaj, is a registered financial advisor currently at STENGER FAMILY OFFICE, LLC located in Spring, Texas.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jake has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Ranostaj

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Allen Ranostaj'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

May 9, 2025 - Present

STENGER FAMILY OFFICE, LLC

Office #1: 1700 City Plaza Dr, Spring, TX 77389

RIA

CRD#: 325089

Spring, TX

Past

February 28, 2020 - November 26, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

WILLIS, TX

Past

June 27, 2019 - January 13, 2020

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

HOUSTON, TX

Past

June 19, 2019 - June 21, 2019

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

HOUSTON, TX

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".

STENGER FAMILY OFFICE, LLC

PELL ADVISORS, LLC | STENGER FAMILY OFFICE, LLC

CRD#: 325089 / SEC#: 801-127416

RIA

Registered Investment Advisory firm - (3/3/2023 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

Texas
(5/9/2025)

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: 3/27/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 6/19/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 3/16/2019

Securities Industry Essentials Examination

Current Firm

STENGER FAMILY OFFICE, LLC

PELL ADVISORS, LLC | STENGER FAMILY OFFICE, LLC

CRD#: 325089 / SEC#: 801-127416

RIA

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

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Contact information

Main Address

Naperville Financial Center 400 East Diehl Road Suite 550, Naperville, IL, 60563

Mailing Address

Phone number

(630) 912-8295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR STENGER FAMILY OFFICE, LLC (2/10/2026)

Regulatory assets under management

Total Number of Accounts	2,163
AUM (Assets Under Management)	$ 628,126,958

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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Advisor Monitoring

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Jake A. Ranostaj

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Allen Ranostaj's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT SERVICES LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STENGER FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2025

Series 63

Date: 5/31/2019

Series 6TO

Date: 6/19/2019

SIE

Date: 3/16/2019

Current Firm

STENGER FAMILY OFFICE, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STENGER FAMILY OFFICE, LLC

TRUST BUT VERIFY

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