Best Investors Account Sign in
Inactive

Jason Wayne Joanis

Slatestone Wealth LLC

Jupiter, FL

Madison, WI

Claim This Profile
Current Employers
Slatestone Wealth Llc

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-01-03
  • WI RA
    APPROVED
    Since 2022-01-03

Branch Locations

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

525 Junction Rd, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harris Investment Management Inc Chicago IL 06/2012 12/2021
Slatestone Wealth, Llc Madison WI 01/2022 Present
  • 06/2012 → 12/2021
    Harris Investment Management Inc
    Chicago, IL
  • 01/2022 → Present
    Slatestone Wealth, Llc
    Madison, WI
Previous Registrations
  • 2021-02-19 → 2022-02-04
    Bmo Asset Management Corp.
    Chicago, IL
    Milwaukee, WI
  • 2012-06-08 → 2020-12-31
    Bmo Asset Management Corp.
    Chicago, IL
  • 2010-02-16 → 2012-06-08
    M&I Investment Management Corp.
    Milwaukee, WI
  • 1999-12-30 → 2007-09-07
    Holt-Smith Advisors
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-15
S63 Uniform Securities Agent State Law Examination 1998-08-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-15
  • S63 Uniform Securities Agent State Law Examination
    1998-08-19
Designations

View on SEC IAPD

Other Firms

&PARTNERS
STRAIGHTPATH MANAGEMENT INC
NIGHTHAWK MANAGEMENT GROUP
LPL FINANCIAL LLC
NOVEM GROUP
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
CORE WEALTH MANAGEMENT, INC.

Other Investors

DANIEL DOYCE PAYNE
DENNIS PATRICK HARKIN
JOSHUA BRETT RUDOLPH
ERIN KATHERINE GIBBS-MATHEY
KIMBERLY LYNNE PIERCE
JACOB ANTHONY METRO
CHARLES JOHN DANIELS
Kenneth Polcari

Other Offices

&PARTNERS · Jupiter, FL
STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL
OSAIC WEALTH, INC. · Jupiter, FL

More in Jupiter, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor