Jon Werner, financial advisor Cedar Rapids IA

Jon Werner

CRD Number: 2454413
Current Firm: Stonefield Investment Advisory, Inc.

Jon Werner (CRD# 2454413) is an Investment Advisor Representative working at Stonefield Investment Advisory, Inc. in Cedar Rapids, IA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Stonefield Investmentadvisory Cedar Rapids, IA Dec 2005 - Current 18
Cetera Advisors LLC El Segundo, CA Jan 2013 - Jan 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jon R. Werner
Phone Number: 319-377-7811
Registered State(s):
  • IA
  • LA
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $346,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA, LA, MN, TX

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