JONATHAN WILLIAM STEFFEN is an investment adviser representative (IAR) with state registration records since 2015, appearing at 2 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2024-09-30 | present | Yes |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2015-07-27 | 2024-11-08 | — |