Jason
Stone

Crown Capital Securities, L.P

CRD#5455271
Investment Advisor
in Orange, CA

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About this Advisor

Jason Stone is a certified financial planner who works out of Orange, California, with 8 years of industry experience. Stone is on the advisory team at Crown Capital Securities, L.P. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, J.W. Cole Financial, Inc, Barth Financial Advisors, LLC, J.W. Cole Advisors, Inc, Crown Capital Securities, Lp, Stone Hatcher LLC and Secura Financial LLC. Stone maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Crown Capital Securities, L.P is a registered investment company that has its headquarters in Orange, CA. The firm has offices in 93 locations and a total of 164 people on staff. It oversees $1 billion in assets among its 5,654 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises 27 charities and foundations. Of its 5,654 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. Crown Capital Securities, L.P has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on which services are offered. Fee types charged by Crown Capital Securities, L.P likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

333 City Blvd West Suite 2050
Orange, CA 92868

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$1,223,108,240

CA Average: $7,578,581,321
Total Number of Employees

164

CA Average: 43
Total Number of Accounts

5,654

CA Average: 3,727
Average Account Size

$216,326

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jason Stone Work History

Jason has been registered as a financial advisor for 8 years.*

2019 - Present (5 years)

Secura Financial LLC

2015 - Present (9 years)

Crown Capital Securities, Lp

2013 - Present (11 years)

Barth Financial Advisors, LLC

2014 - 2014 (< 1 year)

J.W. Cole Advisors, Inc

2013 - 2014 (1 year)

J.W. Cole Financial, Inc

2013 - 2019 (6 years)

Stone Hatcher LLC

2008 - 2013 (5 years)

Ameriprise Financial Services,Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Stone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Crown Capital Securities, L.P

Matthew Sessa
Lancaster, CA
Austin Moherman
Costa Mesa, CA
Joseph Dipasquale
Glastonbury, CT
William Hauenstein
Orange, CA
Evan Hayashi
Portland, OR
Lawrence Davis
Florence, AZ
Brian Moon
Orange, CA
Larry Michaels
Santa Ana, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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