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Jean Marie Stefanov

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

3601 Green Road, Suite 100, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jean has check writing authority for her husband's TV production business, spends about 10-20% of her time on DBA activities with The Tyler-Stone Group, and provides investment advisory services through Tyler-Stone Wealth Management, LLC, dedicating about a quarter of her time. She also offers life, disability, and health insurance to existing clients, spending minimal time on this.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 7 mos
Tyler-Stone Wealth Management, LLC
January 2015 - Present · 11 yrs 1 mo
LPL Financial LLCBroker
December 1995 - Present · 30 yrs 2 mos
Previous Registrations
The Tyler-Stone Group
January 2002 - November 2003 · 1 yr 10 mos
LPL Financial LLC
October 1999 - September 2016 · 16 yrs 11 mos
Metlife Securities INC.Broker
December 1993 - December 1995 · 2 yrs
Metropolitan Life Insurance CompanyBroker
December 1993 - December 1995 · 2 yrs
State Registrations18 states
CAFLIDILINLAMDMINCNJNVNYOHPASCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.