Jonathan Schonfeld, financial advisor Shaker Heights OH
93 score

Jonathan Schonfeld

CRD Number: 5475967
Current Firm: Tyler-stone Wealth Management, LLC

Jonathan Schonfeld (CRD# 5475967) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Tyler-stone Wealth Management, LLC Shaker Heights, OH Jan 2015 - Current 3
Lpl Financial LLC Shaker Heights, OH Apr 2010 - Current 8
New England Securities Northbrook, IL Nov 2008 - Apr 2010 1
Unemployed Chicago, IL Sep 2008 - Nov 2008 < 1
Ameriprise Financial Services Inc. Chicago, IL Apr 2008 - Sep 2008 < 1
Waddell & Reed, Inc. Westmont, IL Dec 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Jonathan R. Schonfeld
Phone Number: 216-295-0945
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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