Jonathan Thomas Stasko
Investment adviser representative at Yanni & Associates Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
$172.7MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Yanni & Associates Investment Advisors, LLCFeb 2026 to now
- Kurt J Lesker CompanyMay 2023 to Feb 2026
- StudentJan 2016 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Yanni & Associates Investment Advisors, LLC
$172.7MAssets managed
109Clients
2Advisers
4 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
- 8231615
- Firm CRD
- 142913