Jon Werner
Jon Werner is a registered investment advisor at Stonefield Investment Advisory, INC., based in Cedar Rapids, IA, with 32 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 184 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.88% |
Fees are assessed quarterly in advance. Stonefield Investment Advisory may negotiate to waive or reduce account minimums or fees at its discretion.
Fee Estimator
Location
425 2nd St. SE, Ste. 1200, Cedar Rapids, IA, 52401
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Jon is an independent insurance agent for various companies, spending minimal time on this activity. He also owns two rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Stonefield Investment Advisory, INC.
Previous Registrations
Cetera Advisors LLCBroker
Pacific West Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Dalton Bickford, CFP, ChFCChoreo, LLC
- Scott Hume, CFPBerthel Fisher & Company Financial Services, INC.
- Jordan Kuehner, CFPCommonwealth Financial Network
- Jeffrey Johnson, ChFCEdward Jones
- Robert Milbrath, CFPEdward Jones
- William Hahesy, CFAGrit Family Office, LLC