Jonathon T. Vander Laan
Professional summary
Jonathon Thomas Vander Laan, who also goes by Jonathon Thomas Vanderlaan, is a registered financial advisor currently at STONEBROOK PRIVATE LLC located in Northville, Michigan.
Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathon has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Thomas Vander Laan's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2024 - Present
STONEBROOK PRIVATE LLC
Office #1: 182 E Main Street, Northville, MI 48167February 13, 2023 - May 30, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 14, 2022 - May 30, 2024
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
STONEBROOK PRIVATE LLC
CRD#: 325434 / SEC#: 801-127617
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2024)
Exams
Series 7TO
Date: 10/14/2022
General Securities Representative ExaminationCurrent Firm
STONEBROOK PRIVATE LLC
CRD#: 325434 / SEC#: 801-127617
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,848 |
| AUM (Assets Under Management) | $ 794,216,860 |
Red Flags
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