Jason Wayne Joanis

Employer firm

Slatestone Wealth LLC CRD 286669

$1.76B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1998-08-19

Designations

• Chartered Financial Analyst