Jon has been a licensed agent and advisor since 2003 and has experience in the brokerage, banking, and insurance channels. His background is ideal for his role in working with other advisors on product placement and creativity for each situation. Having experience with AG Edwards, PNC, and Farmers Insurance, Jon has enjoyed building relationships with clients and helping find solutions for their needs.
Jon is Series 7, 26, and 66 licensed, state insurance licensed, and received his BBA in Marketing from Marshall University and works in the Louisville, KY office. Jon holds Kentucky insurance license #545481.
Check the background of Jon on FINRA’s BrokerCheck
Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.