Jon Werner
Owner at Stonefield Investment Advisory | Cedar Rapids, Iowa, United States
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Jon Werner is a seasoned Investment Advisor Representative and the Owner of Stonefield Investment Advisory, Inc., a Registered Investment Advisor dedicated to providing tailored financial solutions to individuals and small businesses. With a robust background in securities and financial advisory, Jon leverages his expertise to guide clients through the complexities of investments, retirement accounts, and strategic financial planning. His commitment to personalized service ensures that each client receives a customized investment strategy that aligns with their unique financial goals and risk tolerance.
At Stonefield Investment Advisory, Jon is currently spearheading several key projects aimed at enhancing client engagement and expanding the firm’s service offerings. One notable initiative involves the development of educational workshops focused on investment literacy, designed to empower clients with the knowledge they need to make informed financial decisions. By fostering a culture of continuous learning, Jon not only strengthens client relationships but also positions Stonefield as a thought leader in the financial advisory space.
Jon’s entrepreneurial spirit and leadership skills are evident in his approach to business development. He actively seeks out opportunities to collaborate with local businesses, providing them with strategic financial insights that drive growth and sustainability. His proficiency in small business advisory services, combined with a deep understanding of IRA management and investment strategies, allows him to deliver comprehensive solutions that resonate with his clients.
With a strong emphasis on customer service, Jon is dedicated to building lasting relationships based on trust and transparency. His passion for helping clients achieve their financial aspirations is the cornerstone of his practice, making him a valued partner in their financial journey.
Owner at Stonefield Investment Advisory in January 1998 to Present
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401k
Portfolio Management
Small Business
Retirement
Fixed Annuities
Mergers & Acquisitions
Retirement Planning
Securities
Financial Advisory
Investments
IRAs
Strategic Planning
Entrepreneurship
Estate Planning
Investment Advisory
Marketing
Leadership
New Business Development
Management
Sales
Customer Service
Public Speaking
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Discover more about Stonefield Investment AdvisoryWhat is Jon Werner email address?
Email Jon Werner at [email protected] and [email protected]. This email is the most updated Jon Werner email found in 2026.
What is Jon Werner phone number?
Jon Werner phone number is +15126582058 and +17044880084.
How to contact Jon Werner?
To contact Jon Werner send an email to [email protected] or [email protected]. If you want to call Jon Werner try calling on +15126582058 and +17044880084. (updated on November 05, 2024)
What is Jon Werner net worth?
Jon Werner has an estimated net worth of $150,000 to $249,999
What company does Jon Werner work for?
Jon Werner works for Stonefield Investment Advisory
What is Jon Werner's role at Stonefield Investment Advisory?
Jon Werner is Owner
What industry does Jon Werner work in?
Jon Werner works in the Financial Services industry.
Jon Werner Email Addresses
Jon Werner Phone Numbers
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