Nathan James Impellizzeri
Investment adviser representative at Stone Oak Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$355.6MFirm assets
6 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
- Pension consulting
Experience
10 years in the industry.
- Stone Oak Wealth Management, LLCJan 2026 to now
- J.P. Morgan Securities LLCJul 2023 to Jan 2026
- JPMorgan Chase Bank, N.A.Jul 2023 to Jan 2026
- UnemployedMay 2023 to Jul 2023
- Michigan Financial CompaniesJun 2022 to Jul 2022
- Kensington Metroparks Golf CourseJun 2021 to Aug 2021
- Purdue UniversitySep 2020 to May 2023
- Kensington Metroparks Golf CourseJun 2020 to Aug 2020
- Notre Dame Preparatory High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stone Oak Wealth Management, LLC
$355.6MAssets managed
293Clients
4Advisers
6 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
- 7568156
- Firm CRD
- 288217