BFC Planning
47yrs
Top advisor by experience in Cedar Rapids
33yrs
Jon Werner
Full name on record: Jon Robert Werner
Financial advisor at Stonefield Investment Advisory
Based in Cedar Rapids, Iowa, Jon Werner is a financial advisor with 33 years of industry experience. Jon has been with Stonefield Investment Advisory since 1999. Stonefield Investment Advisory offers financial planning and investment management and is paid through a percentage of assets and hourly fees.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience in Iowa
Office425 2nd St. SE, Suite. 1200, Cedar Rapids, IA 52401
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$595,304
States licensed ?2 states
Services through Stonefield Investment Advisory
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 1999 – nowStonefield Investment Advisory, Inc.Current firm
Contact Jon
(319) 377-7811Stonefield Investment Advisory main office 425 2nd St. SE, Suite. 1200Cedar Rapids, IA 52401Office · Get directions LinkedIn pageStonefield Investment Advisory
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jon
How do I contact Jon?
Call Stonefield Investment Advisory at (319) 377-7811 and ask for Jon Werner. Jon works from the Cedar Rapids, IA office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1994, about 33 years. Top 12% by experience in Iowa.
What licenses does Jon hold?
Series 63. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jon paid?
Stonefield Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
BFC Planning
46yrs
Top 1% by experience nationwide
Nations Financial Group
46yrs
Top 1% by experience nationwide
BFC Planning
45yrs
Top 1% by experience in Cedar Rapids
BFC Planning
45yrs
Top 1% by experience in Cedar Rapids
BFC Planning
45yrs
Top 1% by experience in Iowa