Stacia Jo Jones

Current Employers

Employment History

• 04/2016 → Present
  Winteregg & Associates, Llc
  Greenwood, IN
• 03/2017 → 09/2022
  Securities Service Network
  Greenwood, IN
• 09/2020 → 10/2020
  Securities America, Inc.
  Greenwood, IN
• 09/2020 → 10/2020
  Securities America Advisors, Inc.
  La Vista, NE
• 09/2022 → Present
  Silver Oak Securities Inc.
  Greenwoos, IN

Previous Registrations

• 2020-09-18 → 2020-10-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2019-01-28 → 2020-09-18
  Ssn Advisory, Inc.
  Greenwood, IN

Other Businesses

1). Ash Brokerage,Is Investment Related,"888 S. Harrison St., Suite 900, Fort Wayne, IN, 46802, United States","Ash Brokerage is a resource to us for:Fixed Annuities, Term Life Insurance, Whole Life Insurance & Long Term Care.",Insurance,2017-08-18,4 hours per month,4 hours per month during trading hours,Commission Compensation,"We reach out to Ash Brokerage as our FMO for fixed, term life, whole life, and long term care strategies for our clients. Ash helps us find the best solutions for our clients on a case by case basis." 2). becauseOne,Is Not Investment Related,"407 West Smith Valley Road, Unit 663, Greenwood, IN, 46142, United States",Online platform designed to help Non Profits clearly communicate their needs. Helps align people wanting to make a difference to those needs!,Owner,2019-06-01,15 hours per month,4 hours per month during trading hours,No Compensation Compensation,"Help our development team build the platform by clearly communicating our vision, needs, and testing what has been created. After our soft initial public launch (Target: October 2022), I will help with some marketing efforts and sales designed to let Non Profits and people who want to make a difference know that becauseOne exists!" 3). Winteregg & Associates LLC,Is Investment Related,"720 Executive Park Drive, Suite 1600, 1600, Greenwood, IN, 46143, United States",Vendor for DDSOM,Licensed Assistant,2022-03-31,0 hours per month,0 hours per month during trading hours,Commission Compensation,Provide complementary initial consultation to referred prospects form the DDS Overhead Management Group (DDSOM). This includes generating a personal Risk Model upon request. Any actual recommendations or strategies would be ran through the broker dealer with all appropriate documentation and paperwork. We have received no referrals from being a DDSOM member vendor at this time.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-12

Other Names

• Stacia Jo Winteregg