Jonathan StoftCRD Number: 5453342
Current Firm: Charles Schwab & Company, Inc.
Jonathan Stoft (CRD# 5453342) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Charles Schwab & Company, Inc.||Campbell, CA||Sep 2010 - Current||6|
|Charles Schwab Bank||Campbell, CA||Sep 2010 - Current||6|
|West Bay Rhythm||Brisbane, CA||Mar 2010 - Current||6|
|Joe Ferrari Big Band||Sunnyvale, CA||Mar 2010 - Current||6|
|Consumer Credit Counseling Services Of San Francisco||San Francisco, CA||Sep 2009 - Sep 2010||1|
|Us Census Bureau||San Francisco, CA||Mar 2010 - Jun 2010||< 1|
|Woodbury Financial Services Inc.||San Fransico, CA||Jun 2009 - Sep 2009||< 1|
|Unemployed||San Fransico, CA||Oct 2008 - May 2009||< 1|
|Ameriprise Financial Services, Inc.||San Francisco, CA||Nov 2007 - Oct 2008||< 1|
|Consumer Credit Counseling Services Of San Francisco||San Francisco, CA||Dec 2006 - Apr 2008||1|
|Pier Market||San Francisco, CA||Jun 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.