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Jeffrey Guy Stoffer

Commonwealth Financial Network

Mill Valley, CA

Healdsburg, CA

San Francisco, CA

CRD 4510059

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
CA RA APPROVED 2022-01-03
  • TX RA
    APPROVED
    Since 2026-03-23
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States

314 Center St. Ste 209, Healdsburg, CA 95448 • United States

San Francisco, CA • 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
Stoffer Wealth Advisors San Francisco CA 02/2008 03/2022
Elite Investment Team Llc San Diego CA 01/2020 01/2021
Onyx Bridge Wealth Group Llc Tarrytown NY 01/2021 12/2021
Commonwealth Financial Network San Diego CA 01/2022 Present
Terra Blue Wealth Management Sausalito CA 01/2022 Present
  • 02/2008 → 03/2022
    Stoffer Wealth Advisors
    San Francisco, CA
  • 01/2020 → 01/2021
    Elite Investment Team Llc
    San Diego, CA
  • 01/2021 → 12/2021
    Onyx Bridge Wealth Group Llc
    Tarrytown, NY
  • 01/2022 → Present
    Commonwealth Financial Network
    San Diego, CA
  • 01/2022 → Present
    Terra Blue Wealth Management
    Sausalito, CA
Previous Registrations
  • 2008-04-08 → 2022-03-19
    Stoffer Wealth Advisors
    San Francisco, CA
  • 2021-01-06 → 2022-01-03
    Onyx Bridge Wealth Group Llc
    San Francisco, CA
    Tarrytown, NY
  • 2020-01-28 → 2021-01-06
    Elite Investment Team Llc
    San Diego, CA
    San Rafael, CA
  • 2002-11-13 → 2006-10-13
    Rayner & Haynor
    Mill Valley, CA
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

PRIVATE WEALTH PARTNERS, LLC
DIPSEA CAPITAL, LLC
OSAIC WEALTH, INC.

Nearby Investors

RICHARD GEORGE KUCHEN
WILLIAM FRANKLIN DAGLEY
JASON MARTIN SAXON

Nearby Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA

More in Mill Valley, CA

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