Zach Jonson
Investment adviser representative at Stack Financial Management Inc
23 yearsExperience
2 statesRegistered in
CFADesignation
$2BFirm assets
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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
23 years in the industry.
- Stack Financial Management, Inc.Jan 2018 to now
- Icon Distributors, Inc.Feb 2003 to Nov 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
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
- 4639862
- Firm CRD
- 106785