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  2. Jonathan Stouffer

Jonathan Stouffer

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Jonathan Stouffer
AIF®
Financial Strategist
Phone: 
(949) 223-8368
E-mail: 
jonathan.stouffer@tfgroup.com

CA License No. 0D63975

Jonathan Stouffer served as 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 is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc.

Jonathan currently lives in Costa Mesa, California with his wife, Sarah and their two daughters, Morgan and Hadley.

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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