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WEALTH MANAGEMENT ADVISOR

Jonathan Stouffer

CA License No. 0D63975
AIF®

Jonathan Stouffer served a s Director of Investment Services at Tax & Financial Group (TFG) until 2017. During his tenure, he was in charge of building customized investment solutions for clients, as well as, developing new strategies for the ever-changing investment landscape. With over a billion assets under administration, Jonathan was tasked with providing sound investment guidance and creating better ways for TFG to serve its clientele.

In 2017, Jonathan left his Director’s chair and moved into private practice with his wife, Sarah. Together, they specialize in financial education and retirement solutions for individuals and small business owners.

Before joining TFG, Jonathan was an Associate Partner at Webster Investment Advisors in Boulder, Colorado. There he specialized in comprehensive financial strategies and asset allocation solutions for families and individuals. In addition, he developed specific investment policies and strategies for family foundations.

Jonathan earned a Bachelor of Science Degree (B.S.) in economics from Texas Christian University and graduated as a member of the International Honor Society in Economics. He holds his Series 4, 7, 24, and 66 securities registrations and insurance licenses. Jonathan currently lives in Costa Mesa, California with his wife, Sarah and their two daughters, Morgan and Hadley.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

WEALTH MANAGEMENT ADVISOR

Jonathan Stouffer

CA License No. 0D63975
AIF®

Jonathan Stouffer served a s Director of Investment Services at Tax & Financial Group (TFG) until 2017. During his tenure, he was in charge of building customized investment solutions for clients, as well as, developing new strategies for the ever-changing investment landscape. With over a billion assets under administration, Jonathan was tasked with providing sound investment guidance and creating better ways for TFG to serve its clientele.

In 2017, Jonathan left his Director’s chair and moved into private practice with his wife, Sarah. Together, they specialize in financial education and retirement solutions for individuals and small business owners.

Before joining TFG, Jonathan was an Associate Partner at Webster Investment Advisors in Boulder, Colorado. There he specialized in comprehensive financial strategies and asset allocation solutions for families and individuals. In addition, he developed specific investment policies and strategies for family foundations.

Jonathan earned a Bachelor of Science Degree (B.S.) in economics from Texas Christian University and graduated as a member of the International Honor Society in Economics. He holds his Series 4, 7, 24, and 66 securities registrations and insurance licenses. Jonathan currently lives in Costa Mesa, California with his wife, Sarah and their two daughters, Morgan and Hadley.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

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Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity