Zach Jonson

Employer firm

Stack Financial Management Inc CRD 106785

$1.99B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 02/2003 → 11/2017
  Icon Distributors, Inc.
  Greenwood Village, CO
• 01/2018 → Present
  Stack Financial Management, Inc.
  Whitefish, MT

Other Businesses

ZACH JONSON IS A MEMBER OF SFM LEGACY, LLC, WHICH IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MONTANA. SFM LEGACY, LLC WAS ESTABLISHED TO ENSURE THE INTERNAL SUCCESSION OF STACK FINANCIAL MANAGEMENT. SFM LEGACY, LLC IS NOT AN INVESTMENT-RELATED BUSINESS. MR. JONSON BECAME A NON-MANAGING MEMBER OF THE LLC IN SEPTEMBER 2022 AND HE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HIS TIME TO THE BUSINESS, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-01-12

Designations

• Chartered Financial Analyst

Other Names

• Zach Lynn Jonson
• Zachary Lynn Jonson