Jason David Stinner
Investment adviser representative at Hopwood Financial Services, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$750.3MFirm 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 fee
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.
- Hopwood Financial Services, Inc.Jan 2024 to now
- Nolan FinancialOct 2013 to Dec 2023
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Hopwood Financial Services, Inc.
$750.3MAssets managed
288Clients
6Advisers
23 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
- 6267570
- Firm CRD
- 127927