Jonathan A Stoft

Current Employers

Employment History

• 09/2010 → 01/2019
  Charles Schwab & Co., Inc.
  Campbell, CA
• 09/2010 → 01/2019
  Charles Schwab Bank
  Campbell, CA
• 03/2010 → Present
  West Bay Rhythm
  Brisbane, CA
• 03/2010 → Present
  Joe Ferrari Big Band
  Sunnyvale, CA
• 01/2019 → 05/2019
  Johanson Financial Advisors, Inc.
  Campbell, CA
• 05/2019 → 03/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2025 → 11/2025
  Osaic Wealth, Inc.
  San Jose, CA
• 03/2025 → Present
  Pfg Advisors
  Phoenix, AZ
• 05/2019 → Present
  Commonwealth Central Credit Union
  San Jose, CA
• 11/2025 → Present
  United Planners
  Scottsdale, AZ
• 01/1988 → Present
  Musician
  San Jose, CA
• 01/2010 → Present
  Jonathan Stoft
  San Jose, CA

Previous Registrations

• 2019-05-07 → 2025-03-14
  Cuso Financial Services, L.P.
  San Jose, CA
  San Diego, CA
  Morgan Hill, CA
  San Jose, CA
  Milpitas, CA
• 2019-03-14 → 2019-05-01
  Johanson Financial Advisors, Inc.
  Campbell, CA
• 2010-11-05 → 2019-01-08
  Charles Schwab & Co., Inc.
  Campbell, CA
• 2009-06-01 → 2009-09-11
  Woodbury Financial Services, Inc.
  San Francisco, CA
• 2008-03-31 → 2008-11-04
  Ameriprise Financial Services, Llc
  San Francisco, CA

Other Businesses

1.) MUSICIAN - MUSICIAN - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - SAN JOSE, CA - SINCE 01/1988 - NOT INVESTMENT RELATED 2.) JONATHAN STOFT - INSURANCE AGENT - NON-VARIABLE INSURANCE - SAN JOSE, CA - SINCE 01/2010 - INVESTMENT RELATED 3.) PFG ADVISORS LLC - IAR - REGISTERED INVESTMENT ADVISOR - SAN JOSE, CA - SINCE 03/2025 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2008-03-28

Other Names

• Jonathan Adam Stoft