Jonathon Vander Laan
Advisor at Stonebrook Private LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Stonebrook Private LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Northville, MI 48167
Credentials
CFP®, Series 66
Industry experience
3 years
Jonathon Vander Laan is a financial advisor at Stonebrook Private LLC with three years of industry experience. He holds a Series 66 designation and has prior experience with Fidelity Investments. Stonebrook Private LLC provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach with tactical adjustments, utilizing a range of investment vehicles and third-party tools, and is notable for sponsoring its own wrap fee program while managing several hundred million dollars in client assets.
Based on Stonebrook Private LLC
Based on Stonebrook Private LLC
Financial institution consulting services flat fee of $1,000 per quarter
Minimum fee: $7,500 annual minimum fee per household, may be waived at sole discretion of Advisor Fee-only: Fixed fees offered for certain clients; specific amounts not clearly stated except for consulting service fee
182 E Main Street
Northville, MI 48167
Michigan
Stonebrook Private Inc.
2024 - Present (2 years)
FIDELITY INVESTMENTs
2022 - 2024 (2 years)
UnEMPLOYED
2022 - 2022 (1 year)
Livonia Chrysler Jeep
2020 - 2022 (2 years)
UnEMPLOYED
2020 - 2020 (1 year)
Independent Dealer Group
2018 - 2020 (2 years)
FCA US LLC
2018 - 2022 (4 years)
Associated Dealer Services, Inc.
2018 - 2020 (2 years)
Livonia Chrysler Jeep
2018 - 2020 (2 years)
UnEMPLOYED
2017 - 2018 (1 year)
Crown Motors Ltd
2015 - 2017 (2 years)
General Motors LLC
2015 - 2017 (2 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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