Jon Robert Werner
Investment adviser representative at Stonefield Investment Advisory, Inc.
16 yearsExperience
5 statesRegistered in
$120.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Stonefield InvestmentadvisoryDec 2005 to now
- Stonefield Investment Advisory, Inc.Jul 1999 to now
- Cetera Advisors LLCJan 2013 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 5 states (FL, IA, LA, MN, TX).
Stonefield Investment Advisory, Inc.
$120.3MAssets managed
184Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2454413
- Firm CRD
- 113802