Jonathan Hartzler, CFA joined The Tyler-Stone Group in 2021 as the Director of Compliance. Jonathan has been working in the Financial Sector since 2006. Jonathan believes that wealth management clients deserve the confidence that comes from a thoughtful and comprehensive Compliance program. Past positions in the Financial Sector include equity research and corporate finance. In addition to his CFA Charter Jonathan holds the Series 7, 63, 24, 87/86 licenses with LPL Financial.
Jonathan resides in Solon Ohio with his wife and two daughters. He enjoys getting lost in the Cleveland Metroparks and the Cuyahoga Valley National Park. During football season, Jonathan can be found in the Cleveland Municipal lot cheering for the Cleveland Browns and whoever plays against the Pittsburgh Steelers.