Jonathan
Schonfeld
Tyler-Stone Wealth Management, LLC
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About this Advisor
Jonathan Schonfeld is a financial advisor working out of Beachwood, Ohio, with 8 years of relevant experience. Schonfeld currently works for Tyler-Stone Wealth Management, LLC. Schonfeld has gained experience at Lpl Financial LLC and Tyler-Stone Wealth Management, LLC. Schonfeld maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to advise clients in Ohio and Texas. Tyler-Stone Wealth Management, LLC is a registered investment business operating out of Beachwood, OH. The company has offices in six locations and a total of 25 employees. It oversees $391 million in assets between its 1,493 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 1,493 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors depend on the type of financial services. However, fees billed by Tyler-Stone Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tyler-Stone Wealth Management, LLC Brokerage Details
$390,737,607
25
1,493
$261,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Jonathan Schonfeld Work History
Jonathan has been registered as a financial advisor for 8 years.*
Tyler-Stone Wealth Management, LLC
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Schonfeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tyler-Stone Wealth Management, LLC
Beachwood, OH
Eastlake, OH
Beachwood, OH
Eastlake, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
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