Jay M. Schonfeld

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CRD#: 1036459

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jay Maurey Schonfeld was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 1982. Jay had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 04/06/2004 - NO BUSINESS NAME - INV REL - 20820 CHAGRIN BLVD., STE. 200, SHAKER HEIGHTS, OH 44122 - NON-VARIABLE INSURANCE - SELL LIFE, DISABILITY, LTC, GR LIFE AND HEALTH - SHAKER HEIGHTS, OH (2) 11/11/2010: SCHONFELD FINANCIAL SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 820 CHAGRIN BLVD., SUITE 200, SHAKER HEIGHTS, OH 44122 (3) 10/23/2013: THE TYLER-STONE GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 20820 CHAGRIN BLVD., STE. 200 SHAKER HEIGHTS, OH 44122 (4) 10/31/2013: NO BUSINESS NAME - NOT INV REL - NOTARY - NO TIME SPENT - NOTARY PUBLIC BECAUSE I AM AN ATTORNEY. I DO NOT CHARGE FEES (5) 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 60 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Tyler-Stone Wealth Management LLC, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 22, 2015 - September 2, 2025

TYLER-STONE WEALTH MANAGEMENT, LLC

RIA

CRD#: 173667

BEACHWOOD, OH

Past

May 6, 2004 - December 31, 2004

THE TYLER-STONE GROUP

RIA

CRD#: 120229

SHAKER HTS., OH

Past

April 15, 2004 - September 7, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

BEACHWOOD, OH

Past

April 14, 2004 - September 12, 2025

LPL FINANCIAL LLC

CRD#: 6413

BEACHWOOD, OH

Past

October 29, 1999 - April 16, 2004

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CLEVELAND, OH

Past

October 21, 1982 - April 16, 2004

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

April 28, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TYLER-STONE WEALTH MANAGEMENT, LLC

CRD#: 173667 / SEC#: 801-80876

RIA

Registered Investment Advisory firm - (1/22/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/8/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 4/20/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 4/27/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TYLER-STONE WEALTH MANAGEMENT, LLC

CRD#: 173667 / SEC#: 801-80876

RIA

Registered Investment Advisory firm - (1/22/2015 Approved)

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Contact information

Main Address

3601 Green Road Suite 100, Beachwood, OH 44122

Mailing Address

Phone number

(216) 295-0945

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TYLER STONE - ADV PART 2A APPENDIX 1 (3/27/2025)

TYLER-STONE WEALTH MANAGEMENT, LLC - ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,818
AUM (Assets Under Management)	$ 598,935,800

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Jay M. Schonfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE TYLER-STONE GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

TYLER-STONE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/8/1993

SIE

Date: 10/1/2018

Series 7

Date: 3/15/1986

Series 22

Date: 4/20/1984

Series 6

Date: 4/27/1982

Current Firm

TYLER-STONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TYLER-STONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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