Jonathon T. Jordan
STONE PILLARS WEALTH MANAGEMENT
MADISON, WI 53718
Some features on this profile are disabled
CRD#: 5471398
Professional summary
Jonathon Thomas Jordan, CFP®, who also goes by Jonathon Jordan, is a registered financial advisor currently at STONE PILLARS WEALTH MANAGEMENT located in Madison, Wisconsin.
Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathon has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Jonathon was raised in Virginia and now lives in Waunakee with his wife Ellen and their four children, Nathan, Kaitlin, Jachin, and Brooklyn. A graduate of James Madison University with a Biotechnology degree, he has called Wisconsin home for 18 years. He has been a financial advisor since 2008 and holds the Certified Financial Planner™ and Certified Exit Planning Advisor designations. Jonathon is passionate about supporting charities and the Madison community. In his spare time, he enjoys being outdoors, golfing, and traveling. Together with his wife, Jonathon started the JAKE Foundation to support research and advocacy for Sturge-Weber Syndrome.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Special Needs Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Jonathon Jordan
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) COBALT RIDGE; NON-INVESTMENT RELATED; SALT LAKE CITY, UT; COMMERCIAL CONSTRUCTION CONTRACTING; PARTNER AND CHIEF FINANCIAL ADVISOR; 08/2025; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; BUSINESS AND FINANCE ADVISOR TO DISABLED VETERAN OWNED SMALL BUSINESS. 2) ARSYNL RX; NON-INVESTMENT RELATED; WILMINGTON, DE; MEN'S HEALTH TELEMEDICINE COMPANY; PARTNER; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; BUSINESS AND FINANCE ADVISOR TO MEN'S HEALTH TELEMEDICINE COMPANY.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Thomas Jordan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
June 14, 2024 - Present
STONE PILLARS WEALTH MANAGEMENT
Office #1: 2810 Crossroads Dr Ste 4000, Madison, WI 53718RIA
CRD#: 331308
MADISON, WI
Past
November 27, 2017 - December 7, 2023
WALKNER CONDON FINANCIAL ADVISORS LLC
RIA
CRD#: 160109
MADISON, WI
Past
September 6, 2011 - November 24, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MADISON, WI
Past
September 2, 2011 - November 24, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MADISON, WI
Past
March 19, 2008 - September 6, 2011
EDWARD JONES
RIA
CRD#: 250
WAUNAKEE, WI
Past
February 22, 2008 - September 6, 2011
EDWARD JONES
BD
CRD#: 250
WAUNAKEE, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/9/2024)
IAR
Wisconsin(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
STONE PILLARS WEALTH MANAGEMENT
STONE PILLARS WEALTH MANAGEMENT | STONE PILLARS WEALTH MANAGEMENT, LLC
CRD#: 331308 / SEC#:
Texas
Registered Investment Advisory firm - (6/14/2024 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (6/14/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2810 Crossroads Dr Ste 4000, Madison, WI 53718
Mailing Address
Phone number
(608) 213-3210
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 39,150,000 |
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.
Company Information
STONE PILLARS WEALTH MANAGEMENT
CRD#: 331308Madison, WI 53718TRUST BUT VERIFY
Monitor Jonathon Jordan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
