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Zach Jonson

Chief Investment OfficerStack Financial Management IncCRD 4639862

About Zach Jonson

Zach Jonson is listed as Chief Investment Officer at Stack Financial Management Inc in Whitefish, MT. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Stack Financial Management Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Zach Jonson work?

Zach Jonson is listed as Chief Investment Officer at Stack Financial Management Inc on SEC Form ADV.

How much of Stack Financial Management Inc does Zach Jonson own?

Form ADV reports a beneficial ownership band of 10-25%.

Stack Financial Management Inc

TitleChief Investment Officer
Ownership10-25%
Control personYes
Since2020