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RIA / WealthAdvisorChartered Financial Analyst28 years in industry

JASON WAYNE JOANIS

Advisor at SLATESTONE WEALTH LLC

Madison, WI | JUPITER, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 30, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SLATESTONE WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 19, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Aug 19, 1998
First registration: Dec 30, 1999
Dual registered: no
IAPD individual key: 3082713

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SLATESTONE WEALTH LLC	Independent wealth	Jan 3, 2022	n/a	yes	JUPITER, FL\|Madison, WI	Current employment
BMO ASSET MANAGEMENT CORP.	Other adviser	Feb 19, 2021	Feb 4, 2022	no	CHICAGO, IL\|MILWAUKEE, WI	Previous registration
BMO ASSET MANAGEMENT CORP.	Other adviser	Jun 8, 2012	Dec 31, 2020	no	CHICAGO, IL	Previous registration
M&I INVESTMENT MANAGEMENT CORP.	Former SEC adviser	Feb 16, 2010	Jun 8, 2012	no	MILWAUKEE, WI	Previous registration
HOLT-SMITH ADVISORS	Former SEC adviser	Dec 30, 1999	Sep 7, 2007	no	MADISON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BMO ASSET MANAGEMENT CORP.	SLATESTONE WEALTH LLC	Feb 4, 2022	Jan 3, 2022	-32	Firm change after gap	Other
M&I INVESTMENT MANAGEMENT CORP.	BMO ASSET MANAGEMENT CORP.	Jun 8, 2012	Jun 8, 2012	0	Bulk transfer	Other
HOLT-SMITH ADVISORS	M&I INVESTMENT MANAGEMENT CORP.	Sep 7, 2007	Feb 16, 2010	893	Firm change after gap	Other

Relationships

Registered with (4)

→ SLATESTONE WEALTH LLCRegistered adviserregistration: current employment
Jan 3, 2022 to presentfactForm ADV
→ BMO ASSET MANAGEMENT CORP.Registered adviserregistration: previous registration
Feb 19, 2021 to Feb 4, 2022factForm ADV
→ M&I INVESTMENT MANAGEMENT CORP.Registered adviserregistration: previous registration
Feb 16, 2010 to Jun 8, 2012factForm ADV
→ HOLT-SMITH ADVISORSRegistered adviserregistration: previous registration
Dec 30, 1999 to Sep 7, 2007factForm ADV

Dated events

Occurred
Feb 4, 2022
Advisor changed firm
Jason Wayne Joanis left Bmo Asset Management Corp. for Slatestone Wealth Llc (registered 2022-01-03)
Form ADVobserved 4 days ago