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JS

Jonathan F. Stoner

THE AMERIFLEX GROUP
Albuquerque, NM 87109
Some features on this profile are disabled
CRD#: 6105538
JS

Professional summary

Jonathan Ford Stoner, who also goes by Stoner Jonathan, Jonathan Stoner, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Albuquerque, New Mexico and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Albuquerque, New Mexico.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jonathan has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stoner Jonathan | Jonathan Stoner

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) JONATHAN STONER, 5951 Jefferson St. NE Suite D, Albuquerque NM 87109, 06/2025, Agent, DBA Name, INV REL, 180 HR/MO, 180 HR/MO TRADING. 2) ASH BROKERAGE, 888 S. Harrison St., Fort Wayne IN 46802, 06/2025, Agent, Insurance/Benefits/Human Resources, NIR, 30 HR/MO, 30 HR/MO TRADING. 3) THE AMERIFLEX GROUP, 8475 W Sunset Rd. Suite 101, Las Vegas NV 89113, 06/2025, Agent, DBA Name, INV REL, 180 HR/MO, 180 HR/MO TRADING. 4) THE AMERIFLEX STOCK, 8475 W Sunset Rd. Suite 101, Las Vegas NV 89113, 06/2023, Shareholder, Ameriflex Private Stock, NIR, 0 HR/MO, 0 HR/MO TRADING. 5) CHARLES STEPHEN, 5951 Jefferson St. NE Suite D, Albuquerque NM 87109, 06/2025, Agent, DBA Name, INV REL, 180 HR/MO, 180 HR/MO TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Ford Stoner's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 1, 2021 - Present

THE AMERIFLEX GROUP

Office #1: 5951 Jefferson Ct. Ne., Albuquerque, NM 87109
RIA
CRD#: 305585
Albuquerque, NM
Current

June 27, 2025 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 5951 Jefferson St. Ne Ste D, Albuquerque, NM 87109
BD
CRD#: 39543
Albuquerque, NM
Past

July 11, 2024 - July 9, 2025

OSAIC WEALTH, INC.

RIA
CRD#: 23131
ALBUQUERQUE, NM
Past

September 1, 2023 - July 9, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
ALBUQUERQUE, NM
Past

January 29, 2021 - September 1, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
ALBUQUERQUE, NM
Past

May 4, 2018 - January 29, 2021

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Albuquerque, NM
Past

May 3, 2018 - January 29, 2021

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ALBUQUERQUE, NM
Past

November 15, 2012 - December 8, 2017

EDWARD JONES

RIA
CRD#: 250
SANTA FE, NM
Past

September 26, 2012 - December 8, 2017

EDWARD JONES

BD
CRD#: 250
SANTA FE, NM

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".
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH

CRD#: 305585 / SEC#: 801-117784

RIA
Registered Investment Advisory firm - (12/13/2019 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/27/2025)
RR
Arkansas
(6/27/2025)
RR
California
(6/27/2025)
RR
Colorado
(6/27/2025)
RR
District of Columbia
(6/27/2025)
RR
Florida
(6/27/2025)
RR
Idaho
(6/27/2025)
RR
Montana
(7/14/2025)
IAR
New Mexico
(2/1/2021)
RR
New Mexico
(6/27/2025)
RR
Oklahoma
(6/27/2025)
RR
Texas
(6/27/2025)
RR
Utah
(6/27/2025)
RR
Washington
(6/27/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/13/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH

CRD#: 305585 / SEC#: 801-117784

RIA
Registered Investment Advisory firm - (12/13/2019 Approved)
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Contact information

Main Address
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113
Mailing Address
Phone number
(702) 987-9730
Established
Firm type
Fiscal year end
# of Employees
166

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (8/20/2025)

Regulatory assets under management

Total Number of Accounts34,131
AUM (Assets Under Management)$ 9,355,813,271

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

THE AMERIFLEX GROUP

CRD#: 305585Albuquerque, NM 87109

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