Jon MasseyCRD Number: 1135340
Current Firm: Strategic Wealth Advisors Group
Jon Massey (CRD# 1135340) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Corona, CA and has over 13 years of experience in the finance industry.
Rs Crum Inc.
Ubs Financial Services Inc.
Eclectic Associates, Inc.
|Strategic Wealth Advisors Group||Corona, CA||Oct 2016 - Current||1|
|Lpl Financial, LLC||Corona, CA||Jan 2016 - Current||2|
|Wealthplan Partners||Omaha, NE||Jan 2016 - Nov 2016||< 1|
|National Planning Corporation||Corona, CA||Sep 2004 - Jan 2016||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2004|
Total Assets Under Management2,904MILLIONS
Total Number of Accounts13,764ACCOUNTS
Average Account Value$211,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MD, MI, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA
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