Jonathan SchonfeldCRD 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 8 years of experience in the finance industry.
|Tyler-stone Wealth Management, LLC||Shaker Heights, OH||Jan 2015 - Current||2|
|Lpl Financial LLC||Shaker Heights, OH||Apr 2010 - Current||6|
|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|
|Unemployed||Chicago, IL||Aug 2007 - Dec 2007||< 1|
|T-systems U.s.||Lisle, IL||Dec 2006 - Aug 2007||< 1|
|Unemployed||Chicago, IL||Aug 2006 - Dec 2006||< 1|
|Chicago Int Charter School||Chicago, IL||Jul 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management130MILLIONS
Total Number of Accounts485ACCOUNTS
Average Account Value$268,041
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
CA, FL, GA, IL, IN, LA, NY, OH, TX
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.