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Jean Marie Stefanov

LPl Financial LLC

Beachwood, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-22
  • OH RA
    APPROVED
    Since 2025-07-22

Branch Locations

3601 Green Rd Ste 100, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) Shaker Heights OH 12/1995 Present
Tyler-Stone Wealth Management, Llc Shaker Heights OH 01/2015 Present
  • 12/1995 → Present
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
    Shaker Heights, OH
  • 01/2015 → Present
    Tyler-Stone Wealth Management, Llc
    Shaker Heights, OH
Previous Registrations
  • 2015-01-22 → 2025-12-15
    Tyler-Stone Wealth Management, Llc
    Beachwood, OH
  • 2002-01-08 → 2003-11-25
    The Tyler-Stone Group
    Shaker Hts., OH
Other Businesses

(1) 11/18/2011 - BOB STEFANOV PRODUCTIONS - TV PRODUCTION - I HAVE CHECK WRITING AUTHORITY FOR MY HUSBAND'S BUSINESS CHECKING ACCOUNTS. MY HUSBAND'S BUSINESS IS BOB STEFANOV PRODUCTIONS -- I CAN WRITE CHECKS TO PAY BUSINESS EXPENSES WHILE HE IS OUT OF TOWN OR AS NEEDED. - 1% OF TIME SPENT - SHAKER HEIGHTS, OH (2) 12/18/2012 - JEAN STEFANOV - NON-VARIABLE INSURANCE - I OFFER LIFE INSURANCE, DISABILITY INSURANCE, AND HEALTH INSURANCE AS NEEDED FOR EXISTING CLIENTS - 2% OF TIME SPENT - SHAKER HEIGHTS, OH (3) 10/23/2013 - DBA ONLY - THE TYLER-STONE GROUP - 20% OF TIME SPENT - SHAKER HEIGHTS, OH (4) 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 40 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through Tyler-Stone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-05-25
  • S63 Uniform Securities Agent State Law Examination
    2005-05-25

View on SEC IAPD

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