Richard Jonathan Stolz

Employer firm

West Financial Services, Inc. CRD 137497

$2.84B regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 07/2023
  West Financial Services
  Mclean, VA
• 08/2016 → 09/2018
  Dmi
  Bethesda, MD
• 07/2012 → 07/2018
  Rma Laos
  Vientiane
• 07/2023 → Present
  West Financial Services
  Mclean, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-15

Designations

• Chartered Financial Analyst

Other Names

• Jonathan Stolz
• R. Jonathan Stolz