Jonathon T. Jordan
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.
Core Areas of Focus
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Thomas Jordan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
June 14, 2024 - Present
STONE PILLARS WEALTH MANAGEMENT
Office #1: 2810 Crossroads Dr Ste 4000, Madison, WI 53718November 27, 2017 - December 7, 2023
WALKNER CONDON FINANCIAL ADVISORS LLC
September 6, 2011 - November 24, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 2, 2011 - November 24, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 19, 2008 - September 6, 2011
EDWARD JONES
February 22, 2008 - September 6, 2011
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/19/2026)
(7/9/2024)
(6/14/2024)
Exams
Current Firm
STONE PILLARS WEALTH MANAGEMENT
CRD#: 331308 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 60,550,073 |
Red Flags
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