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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

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Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

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Jason Stack

Jason Stack

Managing Director, Technology Mergers & Acquisitions


Jason joined Stifel in 2010 following the acquisition of Thomas Weisel Partners. Jason has nearly 20 years of investment banking experience with a concentration on public company M&A across a broad range of industries, particularly in technology.


Prior to joining the M&A Group at Thomas Weisel Partners in 2001, he worked in the M&A Group of Houlihan Lokey Howard and Zukin and at the San Diego-based private equity firm Harlingwood Partners.


Jason received an MBA from The Wharton School of the University of Pennsylvania and a BS from Georgetown University.