Jon Ewing, financial advisor Cincinnati OH

Jon Ewing

CRD Number: 2283838
Current Firm: National Wealth Management Group, LLC

Jon Ewing (CRD# 2283838) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lpl Financial LLC Cincinnati, OH Dec 2022 - Current 1
National Wealth Management Group, LLC Cincinnati, OH Dec 2022 - Current 1
Mml Investors Services, LLC Centerville, OH Mar 2017 - Dec 2022 5
Massmutual Life Insurance Company Centerville, OH Jul 2016 - Dec 2022 6
Metropolitan Life Insurance Company Akron, OH Dec 1998 - Mar 2017 18
Metlife Securities Inc. Akron, OH Dec 1998 - Mar 2017 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jon P. Ewing
Phone Number: 513-772-2592
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    297
    MILLIONS
  • Total Number of Accounts
    2,242
    ACCOUNTS
  • Average Account Value
    $132,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CT, DE, FL, GA, IL, IN, KY, MA, MI, NC, NE, NH, NJ, NY, OH, SC, TN, TX, UT, WI

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