About Me
Jon James Toerner is a Financial Advisor with Stifel, proudly serving clients from the firm’s Austin, Texas, office. He began his investment industry career in 2021 and joined Stifel in 2025, bringing with him a strong background in finance. Over the course of his career, Jon has built a reputation for attentive service and thoughtful guidance, with several years spent working directly with retail investors to help them navigate key financial decisions.
Jon graduated from Amerton University, where he earned both his Bachelor of Science degree in Human Relations & Business and his Master of Business Administration (MBA) in Project Management. His professional credentials include Series 7, 63, and 65 securities licenses, in addition to the Texas Life, Accident, Health, and HMO – General Lines License #2655371.
Jon’s approach to wealth management is rooted in holistic, goal‑focused planning. He specializes in serving high‑net‑worth families by integrating investments, tax strategies, retirement income, and long‑term objectives into a cohesive, well‑structured strategy. Jon is passionate about empowering clients through education and proactive communication, ensuring they not only understand their investment plan but feel confident in every step they take.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
About Me
Kynda Fleming joined Stifel in 2020, bringing with her extensive experience gained since beginning her investment industry career in 1993. She holds a Legal Assistant degree from South Plains College in Lubbock, Texas, and maintains Series 7 and 63 securities licenses.
Throughout her career, Kynda has specialized in client relationship management, onboarding both new advisors and clients, and supporting accurate and timely trade processing. Her strong operational background and deep industry knowledge allow her to support advisors with precision while enhancing the overall client experience.
Kynda’s philosophy centers on providing exceptional service designed to build trust, strengthen relationships, and improve advisor efficiency. She is committed to delivering high-touch, tailored support that prioritizes client needs, leveraging her licensing to assist with trade execution, handle client inquiries, and prepare thoroughly for client meetings.