Johnathan
Stackhouse

Cuso Financial Services, L.P

CRD#5932914
Investment Advisor
in Columbia, SC

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About this Advisor

Johnathan Stackhouse is a financial advisor based in Columbia, South Carolina, who has been in the advisory business for 11 years. Stackhouse works at Cuso Financial Services, L.P. The advisor has gained experience at Bank Of America, N.A, Wells Fargo Advisors, LLC, Lpl Financial, LLC, Good Life Advisors, LLC, Modern Family Asset Management, South Carolina Federal Credit Union and Cuso Financial Services, Lp. Stackhouse has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in South Carolina. Cuso Financial Services, L.P is an advisory business operating in Columbia, South Carolina. It has offices in 929 locations and a total of 656 financial advisors. It administers $4 billion in assets between its 24,999 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 24,999 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. Cuso Financial Services, L.P performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on the services provided. Fee types billed by Cuso Financial Services, L.P may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2350 Legrand Rd.
Columbia, SC 29223

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

SC Average: 43
Total Number of Accounts

24,999

SC Average: 3,727
Average Account Size

$175,389

SC Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Johnathan Stackhouse Work History

Johnathan has 11 years of experience.

2018 - Present (4 years)

South Carolina Federal Credit Union

2018 - Present (4 years)

Cuso Financial Services, Lp

2016 - 2018 (2 years)

Lpl Financial, LLC

2016 - 2018 (2 years)

Good Life Advisors, LLC

2016 - 2018 (2 years)

Modern Family Asset Management

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2011 - 2013 (2 years)

Bank Of America, N.A

Disclosures

Johnathan Stackhouse has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Kristian Pavlov
Dublin, CA
Kimberly Weitzel
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Brian Rumbles
Saint Petersburg, FL
Aman Awan
Canton, MI
James Yocom
San Diego, CA
John Herrera
Glendale, CA
Evan Newton
North Las Vegas, NV

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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