Jonathan Stoft
Jonathan Stoft is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in San Jose, CA, with 16 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
3075 Union Avenue, San Jose, CA, 95124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jonathan owns rental property since 2016, dedicating minimal time to repairs, maintenance, and tenant acquisition. He also works as a musician, playing the trumpet, for about 10-20% of his time.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Johanson Financial Advisors, INC.
Apw Capital, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations13 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.