user avatar

Jackson S Stough

Advisor at Ethos Financial Group, LLC — Mechanicsburg, PA

Updated today

Credentials

Series 65, Series 66

Experience

< 1 year

Location

Mechanicsburg, PA 17055

Ethos Financial Group, LLC logo

Ethos Financial Group, LLC

Multi-team

Total advisors

34

Across 10 offices

Clients per advisor

59 Typical

Avg AUM per client

$917,081 High

HNW client ratio

21% Typical

About

Jackson Stough is a financial advisor at Ethos Financial Group, LLC with Series 65 and Series 66 licenses. He has been in the industry since 2024, with prior experience at RBC Wealth Management and a background in education at Liberty University and the high school level. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and related consulting. The firm uses model portfolios and diversified, risk-conscious strategies combining index-based exposures implemented through various investment vehicles.

Client services

Based on Ethos Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Ethos Financial Group, LLC

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Retirement withdrawal strategies

Occupation focus

Based on Ethos Financial Group, LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on Ethos Financial Group, LLC

HENRY (High Earners, Not Rich Yet)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Investment consulting services offered for fixed fees generally ranging from $10,000 to $250,000; fees are negotiable.

Percentage

$0+: 0.25% to 2.5% annually $0+: 0.10% to 0.60% annually (Independent Managers)

Commissions

Commissions are charged on certain securities transactions through Third-Party broker-dealers; fees vary.

Project-based

Financial planning and consulting fees charged at hourly rates subject to a minimum fee of $1,000; discounted rates may be offered.

Performance-based

Performance-based fees may be charged in accordance with Rule 205-3 under certain circumstances.

Other

Account minimum: $100,000

Location

See office

Mechanicsburg, PA

4999 Louise Drive, Suite 303

Mechanicsburg PA 17055

Advisors at this office

2

Most active in

Pennsylvania

Work history

< 1 year of industry experience

Ethos Financial Group

2026 - Present • 1 year

King of Prussia, PA

RBC wealth management

2025 - 2025 • 1 year

Lemoyne, PA

RBC wealth management

2024 - 2024 • 1 year

Lemoyne, PA

Liberty University

2022 - 2026 • 4 years

Lynchburg, VA

HIGH SCHOOL

2016 - 2022 • 6 years

Mechanicsburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joel G

Series 66

Hummelstown, PA

Solid Rock Financial Solutions LLC

Joel Gish Jr. is a financial advisor with Solid Rock Financial Solutions LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Cambridge Investment Research Inc. and several non-financial organizations, including Lifeway Church Inc. From 2017 to 2021, he was affiliated with Grove City College. Solid Rock Financial Solutions LLC provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of fundamental analysis and modern portfolio theory. The firm prepares individualized investment policy statements and monitors portfolios regularly, offering a range of investment options including mutual funds, equities, ETFs, fixed income, annuities, and occasional private placements or venture capital interests.

Wealth management Annuities
user avatar

John R

Series 63, Series 65

Harrisburg, PA

Richards Financial

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Concentrated stock management Options & derivatives strategies
user avatar

Jeffrey Y

Lemoyne, PA

Yoffe Investment Management, LLC

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Wealth management Charitable giving & philanthropy
user avatar

Jeffrey S

CFP®, Series 63, Series 65

Camp Hill, PA

Mercantile Advisors, LLC

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Private / alternative investments Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
user avatar

Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
user avatar

Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 designations. Canfield has worked at LPL Financial and has served on the board of directors for the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services, including portfolio management for institutional clients. The firm combines third-party model portfolios with in-house oversight and offers public seminars to educate the community about investments and its services.

General retirement planning Income planning General tax planning Retirement withdrawal strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)