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 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Tyler-stone Wealth Management, LLC||Shaker Heights, OH||Jan 2015 - Current||2|
|Lpl Financial LLC||Shaker Heights, OH||Apr 2010 - Current||7|
|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
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