Zach Jonson
Vice President, Chief Investment Officer, DirectorStack Financial Management IncCRD 4639862
About Zach Jonson
Zach Jonson is listed as Vice President, Chief Investment Officer, Director 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 Vice President, Chief Investment Officer, Director 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
| Title | Vice President, Chief Investment Officer, Director |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2025 |