Jeffrey StonebergCRD Number: 5910451
Current Firm: Waddell & Reed
Jeffrey Stoneberg (CRD# 5910451) is an Investment Advisor Representative working at Waddell & Reed in Salem, OR and has over 6 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Waddell & Reed, Inc.||Salem, OR||Aug 2015 - Current||2|
|Various Insurance Carriers For W & R Insurance Agencies||Harrisburg, OR||Aug 2015 - Current||2|
|First Baptist Church Brownsville Or||Brownsville, OR||Feb 2013 - Current||4|
|Edward Jones||St Louis, MO||Mar 2014 - Mar 2015||1|
|J.p. Morgan Securities LLC||Albany, OR||Oct 2012 - Mar 2014||1|
|Jpmorgan Chase Bank, Na||Albany, OR||Jun 2010 - Mar 2014||3|
|Chase Investment Services Corp.||Albany, OR||Apr 2011 - Oct 2012||1|
|Acn||Concord, NC||Jan 2011 - Jan 2012||1|
|Unemployed||Harrisburg, OR||May 2010 - Jun 2010||< 1|
|Fortuna Distributing Inc.||Eugene, OR||Mar 2008 - May 2010||2|
|Unemployed||Harrisburg, OR||Jan 2008 - Mar 2008||< 1|
|Aed Inc.||Portland, OR||Aug 2006 - Jan 2008||1|
|Northern Factory Sales||Willmar, MN||Sep 2001 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Employer Dispute
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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