Jonathan StollerCRD Number: 1940085
Current Firm: Morton Wealth Management LLC
Jonathan Stoller (CRD# 1940085) is an Investment Advisor Representative working at Morton Wealth Management LLC in Beverly Hills, CA and has over 22 years of experience in the finance industry. Jonathan Stoller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|Morton Wealth Management LLC||Greensboro, NC||Dec 2006 - Current||11|
|Tao, Inc.||Aspen, CO||Jan 1981 - Current||37|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management356MILLIONS
Total Number of Accounts937ACCOUNTS
Average Account Value$379,988
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NC, NH, SC
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