Jonathan Voitle (CRD# 7621371) is an Investment Advisor Representative working at Stonewater Wealth Management, Inc. in Kingsland, TX and has 1 year of experience in the finance industry.
CRD# 4495175
Dominion Portfolio Management, Inc.
CRD# 4208257
Cetera Investment Advisers LLC
CRD# 6124832
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonewater Group | Corpus Christi, TX | Mar 2021 - Current | 3 |
| First United Bank | Marble Falls, TX | Feb 2020 - May 2022 | 2 |
| 2w Outfitters | Eagle Lake, TX | Sep 2016 - Dec 2021 | 5 |
| Wyndham | Marble Falls, TX | Apr 2019 - Sep 2019 | < 1 |
| Jk Graphics | Tomball, TX | May 2012 - Apr 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts335ACCOUNTS
-
Average Account Value$96,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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