Jonathan Stoller, CFP®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jonathan Stollar is a wealth management financial advisor based in Carpinteria, CA.

Jonathan became part of CAPTRUST in 2018 when Morton Wealth Management joined CAPTRUST. He serves as a vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors. Prior to joining the firm, Jonathan was a financial advisor at Morton Wealth Management. He has worked in the industry since 1988. He is also a founder and principal of TAO, Inc., a firm specializing in working with clientele from the entertainment industry.

Jonathan’s unique approach focuses on listening to and understanding the needs, hopes, and desires of his clients to implement the best possible solutions. When he’s not at the office, Jonathan enjoys photography, snowboarding, mountain biking, and yoga.

Education

  • Bachelor of Science degree with honors in industrial design from the Art Center College of Design

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Industry Involvement

  • Founder and principal, TAO, Inc

Carpinteria, CA

Non-branch Location
Carpinteria, CA 93013

310.289.9595

Resources

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