Jon David Stolper

Mr. Jon D.
Stolper is a Chief Investment Officer & Portfolio Manager at The Stolper Co. LLC.
After working for Merrill Lynch for ten years, Mr. Stolper approached Principal Securities about opening an office in Tulsa.
Over the next four years, he managed and grew the Tulsa office for Principal, eventually also overseeing the Wichita office.
These roles allowed him to continue to fulfill his passion of helping clients with investments.
Principle’s sixty retail brokerage offices, including Tulsa, were dwarfed by its global insurance operations, a situation that ultimately led to the company’s exit from the brokerage business.
In 1998, he used this opportunity to establish an independent firm, and ultimately an independent investment advisory business in 2003.
He decided to join Raymond James and opened an office on Twenty-First Street in Tulsa.
As an independent Registered Investment Adviser Representative, he was able to manage accounts on a discretionary basis and begin tracking performance, applying the same value philosophy he had been practicing over the years.
He received his BS degree majored in finance and minored in accounting from Oklahoma State University.