Unclaimed Profile

Jonathon Thomas Jordan

WALKNER CONDON FINANCIAL ADVISORS LLC·MADISON, Wisconsin

SIE, Series 7, Series 66CFPClean record18 years registeredWALKNER CONDON FINANCIAL ADVISORS LLC

3418 MONROE STREET, MADISON, WI 53711CRD# 5471398Firm CRD# 160109

Profile Verification

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

Identity

Jonathon Thomas Jordan · MADISON, WI

Registration

CRD #5471398 · WALKNER CONDON FINANCIAL ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

STONE PILLARS WEALTH MANAGEMENT

Jun 2024 – present

WALKNER CONDON FINANCIAL ADVISORS LLC

Nov 2017 – Dec 2023

MADISON, WI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2011 – Nov 2017

MADISON, WI

EDWARD JONES

Mar 2008 – Sep 2011

WAUNAKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 19, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALKNER CONDON FINANCIAL ADVISORS LLC

CRD 160109 · SEC 801-114882

AUM

$633M

Regulatory assets under management

Employees

2,312 client accounts

Services offered by WALKNER CONDON FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WALKNER CONDON FINANCIAL ADVISORS LLC →

Introduction

Speak with Jonathon

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

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

Looking for a financial advisor in MADISON?

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

Browse MADISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jonathon Thomas Jordan offer?

Jonathon Thomas Jordan specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Jonathon Thomas Jordan's credentials?

Jonathon Thomas Jordan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathon Thomas Jordan located?

Jonathon Thomas Jordan is based in MADISON, Wisconsin, working with WALKNER CONDON FINANCIAL ADVISORS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Jonathon Thomas Jordan charge for services?

Jonathon Thomas Jordan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALKNER CONDON FINANCIAL ADVISORS LLC?

WALKNER CONDON FINANCIAL ADVISORS LLC has approximately 11 employees and manages $633M 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 →