Unclaimed Profile

Jonathan Daniel Hartzler

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 4, Series 7, Series 24, Series 63, Series 86, Series 87, Series 99TOCFAClean record4 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 5163442Firm CRD# 135414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Daniel Hartzler · CLEVELAND, OH

Registration

CRD #5163442 · MCDONALD PARTNERS LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC

Nov 2024 – May 2026

Solon, OH

TYLER-STONE WEALTH MANAGEMENT, LLC

Dec 2021 – Nov 2024

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 86

Series 87

Series 99TO

Registration record

First registered · December 3, 2021

Years registered · 4

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCDONALD PARTNERS LLC

CRD 135414 · SEC 801-64294

AUM

$1.1B

Regulatory assets under management

Employees

1,967 client accounts

Services offered by MCDONALD PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MCDONALD PARTNERS LLC →

Introduction

Speak with Jonathan Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jonathan Daniel Hartzler offer?

Jonathan Daniel Hartzler specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Jonathan Daniel Hartzler's credentials?

Jonathan Daniel Hartzler holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Daniel Hartzler located?

Jonathan Daniel Hartzler is based in CLEVELAND, Ohio, last registered with MCDONALD PARTNERS LLC.

How does Jonathan Daniel Hartzler charge for services?

Jonathan Daniel Hartzler's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCDONALD PARTNERS LLC?

MCDONALD PARTNERS LLC has approximately 34 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →