James Bryan Stack
Investment adviser representative at Stack Financial Management Inc
47 yearsExperience
2 statesRegistered in
$2BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
47 years in the industry.
- Stack Financial Management IncJan 1994 to now
- Investech ResearchNov 1979 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Stack Financial Management Inc
$2BAssets managed
833Clients
10Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2458324
- Firm CRD
- 106785