Jon Werner Email & Phone Number

Jon Werner

Owner at Stonefield Investment Advisory | Cedar Rapids, Iowa, United States

Jon Werner Socials
About Jon Werner

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.

Jon Werner Work
1 experience icon

Owner at Stonefield Investment Advisory in January 1998 to Present

Jon Werner Skills

401k

Portfolio Management

Small Business

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About Jon Werner's Current Company
Frequently Asked Questions about Jon Werner

What 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

Email Jon Werner at [email protected] and [email protected]. This email is the most updated Jon Werner email found in 2026.

Jon Werner Phone Numbers

Jon Werner phone number is +15126582058 and +17044880084.
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