Jon Sonnen has been an investment adviser representative at Lauterbach Financial Advisors since August 2003, and is not listed among the firm’s executive officers or direct owners.
Lauterbach Financial Advisors, LLC is an El Paso, TX firm with $700M under management, 403 clients and 5 advisers in one office, as of its March 2026 filing.
- – present · 23 yearsEl Paso, TX · Adviser representative · Firm CRD 114431
Investment adviser representative registrations
Jon Sonnen is registered as an investment adviser representative in Texas, since August 2003.
- TexasSince 11 August 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 12 August 1998 |
| Series 7 | General Securities Representative Examination | 11 August 1998 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Art Sonnen
- CRD
- 3061356
- Firm
- Lauterbach Financial Advisors · CRD 114431
- Office
- 4130 RIO BRAVO STREET, El Paso, TX 79902
- Registration
- Investment adviser registration
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jon Sonnen work?
Jon Sonnen is an investment adviser representative registered through Lauterbach Financial Advisors, LLC since August 2003, and is not listed among the firm’s executive officers or direct owners.
Is Jon Sonnen a financial advisor?
Yes. Jon Sonnen has a current investment-adviser registration in Texas, through Lauterbach Financial Advisors since August 2003.
How many years of experience does Jon Sonnen have?
Jon Sonnen has 23 years in the financial industry, since August 2003, across 1 adviser firm.
What exams has Jon Sonnen passed?
Jon Sonnen has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1998.
Where is Jon Sonnen based?
Jon Sonnen’s registered office is in El Paso, TX.
Is Jon Sonnen registered with FINRA?
No. Jon Sonnen has no current broker registration.
How can I verify Jon Sonnen’s record?
Search CRD 3061356 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Sonnen’s full registration record.
