Jon Michael Stanfield
Investment adviser representative at Lexaurum Advisors
21 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 yearsFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- World Class Unlimited, Inc.Jan 2026 to now
- Rees, Kincaid & StanfieldAug 2019 to now
- Lexaurum Advisors, LLCJul 2018 to now
- Law Office of Jon StanfieldJul 2018 to Aug 2019
- Law Office of Will HelixonNov 2016 to Jul 2018
- Vsr Advisory ServicesAug 2007 to Nov 2016
- Vsr Financial ServicesMay 2005 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (KS).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 yearsIn 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
- 4955169
- Firm CRD
- 283653