Jonathan W. Stoller Financial Advisor

Jonathan W. Stoller Financial Advisor

CFP®
Bachelor of Science degree with Honors from the Art Center College of Design in Pasadena, California.
Certified Financial Planner™ practitioner

Jonathan has worked as a financial advisor for high net-worth clients for over 30 years. He joined Steve Morton to work with clients in 1988, the year he received his CFP®. Jonathan’s unique approach focuses on listening to and understanding the needs, hopes and desires of his clients to implement the best possible solutions. He is also a founder and principal of TAO, Inc., a firm specializing in working with clientele from the entertainment industry. Jonathan serves clients primarily in Los Angeles where he lives.
His passions outside of work include photography, travel, surfing, skiing, snowboarding, mountain biking, and yoga.