Stacia Jo Jones
Investment adviser representative at Silver Oak Securities, Inc.
10 yearsExperience
1 stateRegistered in
$2.4BFirm assets
16 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 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
10 years in the industry.
- Silver Oak Securities, IncorporatedSep 2022 to now
- Winteregg & Associates, LLCApr 2016 to now
- Securities America Advisors, Inc.Sep 2020 to Oct 2020
- Securities America, Inc.Sep 2020 to Oct 2020
- Securities Service NetworkMar 2017 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
Silver Oak Securities, Inc.
Legal name: Silver Oak Securities Incorporated
$2.4BAssets managed
8,746Clients
110Advisers
16 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
- 6634014
- Firm CRD
- 46947