Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Stanfield is a financial advisor with Lexaurum Advisors. Jon has been a Registered Investment Advisor since 2018. Jon is also an attorney, and has experience providing estate planning, trust administration, military law matters, and financial defense services. Prior to joining Lexaurum Advisors, Jon was an advisor at VSR Financial Services, Inc. Jon has Series 66, 24, and 7 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Monthly fee
1
2
KS
07/19/2018 - Present
Lexaurum Advisors (OVERLAND PARK KS)
KS
07/26/2005 - 11/15/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 10/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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