Jon Toerner – Financial Advisor
Results-driven and dynamic leader with proven expertise in developing and executing sales and team-building strategies that drive growth and profitability. Jon Toerner is skilled in fostering strong professional relationships, mentoring teams through organizational change, and aligning daily operations with overarching business objectives. Jon Toerner is highly adept at recognizing employee strengths, promoting engagement, and cultivating high-performing teams that excel in fast-paced, evolving environments.
Jon Toerner combines strategic vision with a hands-on leadership approach, ensuring teams are empowered, motivated, and equipped to deliver measurable results. Jon Toerner has an ability to balance performance goals with a people-first mindset that has earned him a reputation for driving sustainable success and building a culture of accountability, collaboration, and continuous improvement.
✓ driving
✓ engaging
✓ proactive
Jon Stifel -Your Advisor
At Stifel, your Austin financial advisor, Jon Toerner, believes the best relationships are built face to face. He takes the time to understand what matters most to you so he can design a plan that fits your financial goals.
01
Discovery & Fact-Finding
Conduct a thorough financial discovery meeting to understand the client’s:
- Goals (retirement, education, wealth transfer, lifestyle)
- Income, expenses, assets, and liabilities
- Risk tolerance and investment preferences
- Family or legacy considerations
Collect relevant documents (tax returns, investment statements, insurance policies) to get a full financial picture.
02
Goal Setting & Prioritization
Translate the client’s objectives into specific, measurable, and realistic financial goals.
Prioritize short-term vs. long-term objectives (e.g., paying off debt vs. saving for retirement).
Discuss expected timelines, risk tolerance, and potential trade-offs.
03
Strategy & Plan Development
Create a personalized financial plan or roadmap based on the client’s current situation and goals.
Recommend strategies for:
- Investments and portfolio allocation
- Tax planning
- Retirement planning
- Insurance and risk management
Set clear next steps, benchmarks, and a communication schedule to review progress regularly.
Your goals. Your plan. Your future.
✓ Mutual Funds
✓ Stocks and Bonds
✓ Annuities
Your financial plan should be as unique as you are.
Jon Toerner can help guide you through the complex world of investing. Helping clients grow, protect, and preserve their wealth.
From Plan to Prosperity
Turning your financial goals into achievable results.
Real Strategies. Real Results
Financial confidence, one plan at a time.
Boost your long-term wealth potential
Your financial journey is unique, and your strategy should be too. Jon Toerner takes the time to understand what matters most to you — whether that’s building wealth, planning for retirement, or protecting your family’s future — and create a plan designed to boost your long-term potential with clarity and confidence.
With a disciplined approach to investment management and strategic financial planning, Jon Toerner can help clients navigate changing markets while staying aligned with their goals. Every recommendation is made with your long-term success in mind — grounded in research, experience, and a clear understanding of your risk tolerance and objectives.
Jon Toerner
Financial Advisor
Top Features
✓ Personalized Financial Planning
✓ Strategic Investment Management
✓ Retirement & Future Planning
Built on Trust. Guided by Experience.
Thorough in every financial detail, so you can plan with confidence.
✓ Precision You Can Rely On
✓ Guidance at Every Step