Jonathan Stasko has been an investment adviser representative at Yanni & Associates Investment Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners. Jonathan Stasko holds a Bachelor's degree in Finance from Duquesne University and a Bachelor's degree in Accounting from Duquesne University.
Yanni & Associates Investment Advisors, LLC is a Wexford, PA firm with $173M under management, 109 clients and 1 adviser in one office, as of its January 2026 filing.
Jonathan Stasko is Investment Analyst at Yanni & Associates Investment Advisors, LLC (YAIA). His responsibilities include conducting investment analysis and research, implementing recommendations into the firm's investment strategy, and assisting Matt Yanni in many client meetings.
- – present · under a yearWexford, PA · Adviser representative · Firm CRD 142913
Investment adviser representative registrations
Jonathan Stasko is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- PennsylvaniaSince 11 March 2026
- TexasSince 11 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 December 2025 |
| SIE | Securities Industry Essentials Examination | 22 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jonathan Thomas Stasko
- CRD
- 8231615
- Firm
- Yanni & Associates Investment Advisors · CRD 142913
- Office
- 2000 CORPORATE DRIVE, SUITE 450, Wexford, PA 15090
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yanniassociates.com
Where does Jonathan Stasko work?
Jonathan Stasko is an investment adviser representative registered through Yanni & Associates Investment Advisors, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Stasko a financial advisor?
Yes. Jonathan Stasko has a current investment-adviser registration in Pennsylvania and Texas, through Yanni & Associates Investment Advisors since March 2026.
How many years of experience does Jonathan Stasko have?
Jonathan Stasko has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Jonathan Stasko passed?
Jonathan Stasko has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2025.
Where is Jonathan Stasko based?
Jonathan Stasko’s registered office is in Wexford, PA.
Is Jonathan Stasko registered with FINRA?
No. Jonathan Stasko has no current broker registration.
How can I verify Jonathan Stasko’s record?
Search CRD 8231615 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Stasko’s full registration record.