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Vice President, Chief Investment Officer, Director · Stack Financial Management Inc

Zach Jonson

CRD 4639862 · Named on Form ADV at one SEC-registered adviser

At a glance

Stack Financial Management Inc, an SEC-registered wealth manager based in Whitefish, MT with $2.0 billion in regulatory assets, lists Zach Jonson on its Form ADV as Vice President, Chief Investment Officer, Director, a control person.

Firms and roles

AtlasMembers

Zach’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • James B. StackPresident, Chief Executive Officer, Director, Stack Financial Management Inc
  • Jeanine L. MorreimChief Compliance Officer, Stack Financial Management Inc
  • Lisa A. StackSecretary/treasurer, Managing Partner, Director, Stack Financial Management Inc
  • Catherine M. HetrickManaging Partner, Stack Financial Management Inc
  • Annell M. DanczykVice President, Senior Portfolio Manager, Director, Stack Financial Management Inc

1 more person named with Zach on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zach’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.