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Jeffrey Guy Stoffer

Commonwealth Financial Network

Mill Valley, CA

Healdsburg, CA

San Francisco, CA

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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

View on SEC IAPD

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MICHAEL BENNETT YONGUE
DONALD MICHAEL ABRAMSON
CHRISTOPHER JOHN ANTONIO

Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
AEQUIM ALTERNATIVE INVESTMENTS LP · MILL VALLEY, CA

More in Mill Valley, CA

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