Jonathan A Stoft
Investment adviser representative at Pfg Advisors
37 yearsExperience
1 stateRegistered in
$3.3BFirm assets
11 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- United PlannersNov 2025 to now
- Pfg AdvisorsMar 2025 to now
- Commonwealth Central Credit UnionMay 2019 to now
- Joe Ferrari Big BandMar 2010 to now
- West Bay RhythmMar 2010 to now
- Jonathan StoftJan 2010 to now
- MusicianJan 1988 to now
- Osaic Wealth, Inc.Mar 2025 to Nov 2025
- Cuso Financial Services, LPMay 2019 to Mar 2025
- Johanson Financial Advisors, Inc.Jan 2019 to May 2019
- Charles Schwab & Co., Inc.Sep 2010 to Jan 2019
- Charles Schwab BankSep 2010 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 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
- 5453342
- Firm CRD
- 173344