Jon Robert Werner

Stonefield Investment Advisory, INC.

31 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Stonefield Investment Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

209 clients

Average Client Portfolio

$410K average

Assets Under Management

$85.7M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	1.60%
$100K - $500K	1.20%
$500K - $1000K	1.00%
$1M+	0.88%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

425 2nd St. SE, Ste. 1200, Cedar Rapids, IA, 52401

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2012

Settled

View Full SEC Report How to Read Disclosures

Other 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.

July 1999 - Present · 26 yrs 7 mos

Previous Registrations

Cetera Advisors LLCBroker

February 2012 - January 2021 · 8 yrs 11 mos

Pacific West Securities, INC.Broker

October 2010 - February 2012 · 1 yr 4 mos

Cambridge Investment Research, INC.Broker

November 1998 - November 2010 · 12 yrs

Robert W. Baird & CO. IncorporatedBroker

May 1998 - November 1998 · 6 mos

Northwestern Mutual Investment Services, LLCBroker

April 1994 - November 1998 · 4 yrs 7 mos

State Registrations5 states

FLIALAMNTX

Advisor

Exams

No exam information available for this advisor.