Jon Werner
Owner, Stonefield Investment Advisory
- Role
- Owner at Stonefield Investment Advisory
- Location
- Cedar Rapids, IA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jon Werner
Investment Advisor Representative, Stonefield Investment Advisory, Inc, a Registered…
Experience
Owner
Stonefield Investment Advisory
Jan 1998 — Present
Investment Advisor Representative, Stonefield Investment Advisory, Inc, a Registered Investment Advisor.
Skills
- Investments
- Portfolio Management
- Retirement
- New Business Development
- Retirement Planning
- Mergers & Acquisitions
- Entrepreneurship
- Small Business
- Sales
- Fixed Annuities
- 401k
- Marketing
- Investment Advisory
- Securities
- Public Speaking
- Estate Planning
- Leadership
- Customer Service
- Iras
- Management
- Financial Advisory
- Strategic Planning
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