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Jeffrey Stoner

ATON FINANCIAL MANAGEMENT, LLC·MIDDLETOWN, Pennsylvania
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1201 FULLING MILL ROAD, MIDDLETOWN, PA 17057CRD# 6265163Firm CRD# 169162
01

About

Jeffrey Stoner is a registered financial advisor based in MIDDLETOWN, Pennsylvania, affiliated with ATON FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
ATON FINANCIAL MANAGEMENT, LLC
ATON FINANCIAL MANAGEMENT, LLC
AUM
$103M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ATON FINANCIAL MANAGEMENT, LLC →
Services
Selection of other advisers
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 6265163
Firm CRD# 169162
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Stoner offer?
Jeffrey Stoner specializes in Wealth Management. Contact their office in MIDDLETOWN, Pennsylvania for a consultation.
What are Jeffrey Stoner's credentials?
Jeffrey Stoner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Stoner located?
Jeffrey Stoner is based in MIDDLETOWN, Pennsylvania, working with ATON FINANCIAL MANAGEMENT, LLC. Their office serves clients in the MIDDLETOWN metropolitan area and surrounding communities.
How does Jeffrey Stoner charge for services?
Jeffrey Stoner's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATON FINANCIAL MANAGEMENT, LLC?
ATON FINANCIAL MANAGEMENT, LLC has approximately 6 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDDLETOWN
Jay Murray — ATON FINANCIAL MANAGEMENT, LLCAlison Detuncq — ATON FINANCIAL MANAGEMENT, LLCRodney Allen May — ATON FINANCIAL MANAGEMENT, LLCBruce Six — ATON FINANCIAL MANAGEMENT, LLCTimothy J. Sustak — ATON FINANCIAL MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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