Jonathan Daniel Hartzler

Employer firm

Mcdonald Partners LLC CRD 135414

$1.28B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2006 → 02/2018
  Longbow Securities
  Independence, OH
• 02/2018 → 11/2021
  Cbiz Financial Solutions Inc
  Cleveland, OH
• 11/2021 → 10/2024
  Lpl Financial, Llc
  Beachwood, OH
• 11/2021 → 10/2024
  Tyler-Stone Wealth Management
  Beachwood, OH
• 10/2024 → Present
  Mcdonald Partners
  Cleveland, OH

Previous Registrations

• 2021-12-03 → 2024-11-08
  Tyler-Stone Wealth Management, Llc
  Beachwood, OH

Other Businesses

1. 05/01/2020 - 10H LLC/ OTHER/ NOT INVESTMENT RELATED/ 5%/ SOLON, OH 2. 06/01/2014 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 1%/ SOLON, OH 44139-1663 3. 05/15/2024 - 3023 Castle Loch - Real Estate Rental - Investment Related - Durham, NC - Start Date 04/01/2024 - 2 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-07-10

Designations

• Chartered Financial Analyst