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 21 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||10|
|Tao, Inc.||Aspen, CO||Jan 1981 - Current||36|
|Dixon Hughes Wealth Advisors Pllc||Greensboro, NC||Jun 1999 - Dec 2006||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management322MILLIONS
Total Number of Accounts885ACCOUNTS
Average Account Value$363,564
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.