Jay Schonfeld, financial advisor Beachwood OH

Jay Schonfeld

CRD Number: 1036459
Current Firm: Tyler-stone Wealth Management, LLC

Jay Schonfeld (CRD# 1036459) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 31 years of experience in the finance industry.

Similar Advisors
Richard Gerbracht, financial advisor Beachwood OH
Richard M. Gerbracht
CRD# 5310387
Lpl Financial LLC
Similar Advisors
Robert Billstein, financial advisor Beachwood OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Similar Advisors
Richard Martin, financial advisor Beachwood OH
Richard J. Martin
CRD# 4787364
The Center For Eldercare Finance
Professional Designations
Company Name Location Dates Years
Tyler-stone Wealth Management, LLC Shaker Heights, OH Jan 2015 - Current 9
Lpl Financial Llc (formerly: Linsco/private Ledger Corp.) Shaker Heights, OH Apr 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
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 Jay M. Schonfeld
Phone Number: 216-295-0945
Firm Website: https://www.harrisfs.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    460
    MILLIONS
  • Total Number of Accounts
    1,599
    ACCOUNTS
  • Average Account Value
    $287,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, MA, NC, NH, NY, OH, PA, SC, TX

Ready to hire a financial advisor? Get competitive proposals from Jay Schonfeld and other advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.