Frank StonerCRD Number: 6042728
Current Firm: J.p. Morgan Securities LLC
Frank Stoner (CRD# 6042728) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cleveland, OH and has over 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Pnc Investments||Cleveland, OH||Aug 2015 - Current||1|
|Beachbody||Santa Monica, CA||Mar 2015 - Current||1|
|Jp Morgan Securities LLC||Beachwood, OH||May 2014 - Aug 2015||1|
|Jpmorgan Chase Bank||Beachwood, OH||May 2014 - Aug 2015||1|
|Burkhart & Company||Cleveland Heights, OH||Jan 2014 - Feb 2014||< 1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Cleveland, OH||Mar 2012 - Nov 2013||1|
|Bank Of America, N.a.||Cleveland, OH||Mar 2012 - Nov 2013||1|
|Unemployed||Beachwood, OH||Jan 2012 - Feb 2012||< 1|
|Cvs Caremark||Solon, OH||Dec 2009 - Dec 2011||2|
|Borders Book Store||Solon, OH||Nov 2009 - Dec 2009||< 1|
|Unemployed||Beachwood, OH||Jul 2009 - Oct 2009||< 1|
|Woub-tv||Athens, OH||Sep 2005 - Jun 2009||3|
|Wews-tv 5||Cleveland, OH||Jun 2007 - Dec 2007||< 1|
|Berkshire Hills Golf Course||Chesterland, OH||Apr 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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.