Jason Stankowski has been Manager/Member of Clayton Partners since January 2009, is a control person of the firm and directly owns between 50% and 75% of it. Jason Stankowski holds a BS in Economics from the University of California, Santa Cruz.
Clayton Partners LLC is a Berkeley, CA firm with $172M under management, 56 clients and 4 advisers in one office, as of its March 2026 filing.
Jason Stankowski is Partner and Co-Portfolio Manager of Clayton Partners LLC, based in Berkeley, California. He has been in the investment industry since 1992, starting at Prudential Securities in San Francisco and then spending eight years in structured finance at CMA Capital Management. He is co-portfolio manager of a private investment fund.
- Clayton Partners LLCCurrent– present · 16 yearsBerkeley, CA · Adviser representative · Firm CRD 127546
Professional designations
Listed by Clayton Partners
- CFA
Investment adviser representative registrations
Jason Stankowski is registered as an investment adviser representative in California, since July 2010.
- CaliforniaSince 2 July 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 1993 |
| Series 7 | General Securities Representative Examination | 1 September 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Gordon Stankowski
- CRD
- 2331752
- Firm
- Clayton Partners · CRD 127546
- Role
- Manager/Member
- Office
- 3160 COLLEGE AVENUE, SUITE 203, Berkeley, CA 94705
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claytonpartners.com
Where does Jason Stankowski work?
Jason Stankowski has been Manager/Member of Clayton Partners LLC since January 2009, and is a control person of the firm.
Is Jason Stankowski a financial advisor?
Yes. Jason Stankowski has a current investment-adviser registration in California, through Clayton Partners since July 2010.
How many years of experience does Jason Stankowski have?
Jason Stankowski has 16 years in the financial industry, since July 2010, across 1 adviser firm.
What exams has Jason Stankowski passed?
Jason Stankowski has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1993.
Where is Jason Stankowski based?
Jason Stankowski’s registered office is in Berkeley, CA.
Is Jason Stankowski registered with FINRA?
No. Jason Stankowski has no current broker registration.
Is Jason Stankowski a CFA charterholder?
Clayton Partners lists Jason Stankowski with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Jason G. Stankowski, CFA biography, claytonpartners.com
How can I verify Jason Stankowski’s record?
Search CRD 2331752 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Stankowski’s full registration record.
