Stifel, Nicolaus & Company
45yrs
Top 1% by experience in Corpus Christi
3yrs
Jonathan Voitle
Financial advisor at Stonewater Wealth Management
Based in Corpus Christi, Texas, Jonathan Voitle is a fiduciary financial advisor with 3 years of industry experience. Jonathan has been with Stonewater Wealth Management since 2023. Stonewater Wealth Management offers investment management and is paid through a percentage of assets.
One of 197 advisors with offices in Corpus Christi, and one of 183 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4639 Corona Dr Suite 9, Corpus Christi, TX 78411
How the firm is paid ?Percent of assets
Typical client at the firm ?$102,904
Advisors at the firm6
States licensed ?1 state
Services through Stonewater Wealth Management
Investment 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 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowStonewater Wealth Management, Inc.Current firm
Contact Jonathan
(361) 482-0699Stonewater Wealth Management main office 4639 Corona Dr Suite 9Corpus Christi, TX 78411Office · Get directions Firm websiteHTTP://WWW.STONEWATERWEALTH.COM
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Jonathan
How do I contact Jonathan?
Call Stonewater Wealth Management at (361) 482-0699 and ask for Jonathan Voitle. Jonathan works from the Corpus Christi, TX office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jonathan hold?
Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Stonewater Wealth Management reports being paid by a percentage of the assets they manage. Ask Jonathan 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.
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