Jonathan Hartzler

Q: What is Jonathan Hartzler email address?

Email Jonathan Hartzler at jonathanhartzler@yahoo.com. This email is the most updated Jonathan Hartzler email found in 2026.

Q: How to contact Jonathan Hartzler?

To contact Jonathan Hartzler send an email to jonathanhartzler@yahoo.com. If you want to call Jonathan Hartzler try calling on +13096919381 and +15203203773.

Chief Compliance Officer at McDonald Partners | Independence, Ohio, United States

About Jonathan Hartzler

Jonathan Hartzler serves as the Director of Compliance at Tyler-Stone Wealth Management, where he plays a pivotal role in ensuring the integrity and regulatory adherence of the firm’s advisory and broker-dealer operations. With a robust background in financial compliance, Jonathan is responsible for the design and implementation of a comprehensive compliance program that aligns with SEC regulations and industry best practices. His expertise not only encompasses compliance oversight but also extends to portfolio analysis, modeling, and valuation, making him a versatile asset to the firm.

At Tyler-Stone Wealth Management, an independent SEC Registered Investment Advisor founded in 1995, Jonathan is instrumental in managing the Office of Supervisory Jurisdiction (OSJ), ensuring that all investment strategies and client interactions adhere to regulatory standards. His proactive approach to compliance includes conducting thorough audits, developing training programs for staff, and implementing risk management strategies that safeguard both the firm and its clients.

Jonathan’s analytical skills are further enhanced by his proficiency in financial modeling and forecasting, enabling him to assess potential risks and opportunities within the firm’s investment portfolios. His ability to leverage business intelligence tools and SQL for data analysis allows him to provide actionable insights that drive informed decision-making. As Tyler-Stone continues to expand its footprint in the wealth management sector, Jonathan's commitment to compliance excellence and his multifaceted skill set position him as a key leader in navigating the complexities of the financial landscape.

Jonathan Hartzler Work