Jason Douglas Stone, CFP

Overview

Jason Douglas Stone is an insurance agent, a registered representative and an investment adviser representative based in Orange, CA, with 18 years in the industry.

Years in the industry

18

States licensed

10

States registered

18

Carrier appointments

26

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 10 states
• Registered in 18 states

• Producer
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Arkadios CapitalCurrent firm
• Secura FinancialCurrent firm

Employment history since 2008

Carriers

26 active carrier appointments

Book and practice

Firm assets under management on file