Jason Douglas Stone

Current Employers

Employment History

• 09/2013 → Present
  Barth Financial Advisors, Llc
  Orange, CA
• 01/2015 → 03/2024
  Crown Capital Securities, Lp
  Orange, CA
• 07/2013 → 12/2019
  Stone Hatcher Llc
  Anaheim, CA
• 11/2019 → Present
  Secura Financial Llc
  Orange, CA
• 03/2024 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2015-09-16 → 2024-03-25
  Crown Capital Securities, L.P.
  Orange, CA
• 2018-04-20 → 2019-06-19
  Stone Hatcher Financial
  Anaheim, CA
• 2014-01-06 → 2014-12-31
  J. W. Cole Advisors, Inc.
  Orange, CA
  Tampa, FL
• 2008-02-05 → 2013-08-14
  Ameriprise Financial Services, Llc
  Long Beach, CA

Other Businesses

(1) START DATE 12/2007 I DEVOTE 10 HRS/MO (NONE DURING TRADING) AS TREASURER FOR THETA CHI FRATERNITY ZETA EPSILON ALUMNI ASSOCIATION. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES INCLUDE MANAGING ALUMNI ASSOCIATION, FUND RAISING AND HOLDING EVENTS. BUSINESS LOCATION: 686 REDONDO AVE., LONG BEACH, CA 90804. (2) I DEVOTE 2 HRS/MO (NONE DURING TRADING) AS BOARD MEMBER AT LARGE OF CHILD LANE. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE TO ATTEND BOARD MEETINGS AND OVERSEE THE FOUNDATIONS FUNDS. BUSINESS ADDRESS: 2545 PACIFIC AVE., LONG BEACH, CA 90806. (3) START DATE 8/2013 I DEVOTE 150 HRS/MO (ALL DURING TRADING) AS FINANCIAL ADVISOR FOR SECURA FINANCIAL LLC. THIS IS AN INVESTMENT RELATED ACTIVITY AND MY DUTIES INCLUDE MANAGING CLIENT RELATIONSHIPS, ACCOUNT TRADING AND CORRESPONDENCE. BUSINESS ADDRESS SAME AS BRANCH ADDRESS. (4) START DATE 08/2013 I DEVOTE 10 HRS/MO (NONE DURING TRADING) AS OWNER/EMPLOYEE OF BENTLEY INSURANCE AGENCY. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES INCLUDE WRITING AND REVIEWING INSURANCE POLICIES. BUSINESS ADDRESS IS THE SAME AS BRANCH ADDRESS. (5) START DATE 11/2019 MY DBA FOR SECURITIES BUSINESS IS SECURA FINANCIAL PLANNING AND WEALTH MANAGEMENT. THIS IS AN INVESTMENT RELATED ACTIVITY. BUSINESS ADDRESS SAME AS BRANCH LOCATION. (6)ARKADIOS CAPITAL; Yes; Orange, CA; Broker-dealer; Registered Representative; 03/2024; 25/ HRS MO; 25/ HRS MO;

Exams

• S66 Uniform Combined State Law Examination
  2008-02-04

Designations