Jason Douglas Stone
Investment adviser representative at Secura Financial
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$319.9MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Arkadios CapitalMar 2024 to now
- Secura Financial LLCNov 2019 to now
- Barth Financial Advisors, LLCSep 2013 to now
- Crown Capital Securities, LPJan 2015 to Mar 2024
- Stone Hatcher LLCJul 2013 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (CA, NM, TX).
Secura Financial
Legal name: Secura Financial, LLC
$319.9MAssets managed
681Clients
11Advisers
8 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
- 5455271
- Firm CRD
- 137324