Jeffrey Stoneberg, financial advisor Salem OR
56 score

Jeffrey Stoneberg

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Salem, OR Aug 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Harrisburg, OR Aug 2015 - Current 1
First Baptist Church Brownsville Or Brownsville, OR Feb 2013 - Current 3
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
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, 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
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey S. Stoneberg
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • MN
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Stoneberg and other advisors.
BADGES
56

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