Jon Magoch, financial advisor Tucson AZ

Jon Magoch

CRD Number: 5517365
Current Firm: Retirement Evolutions Wealth Management LLC

Jon Magoch (CRD# 5517365) is an Investment Advisor Representative working at Retirement Evolutions Wealth Management LLC in Tucson, AZ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Navigators Wealth Management Tucson, AZ Apr 2008 - Current 15
Retirement Navigators Insurance Services Tucson, AZ Jan 2006 - Current 18
Jkm Motivational Inc. Tuscon, AZ Feb 2002 - Current 22
Retirement Navigators Tax Services LLC Tucson, AZ Jan 2009 - Jul 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Jon K. Magoch
Phone Number: 520-399-6340
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $120,269
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
  • Pension consulting services
Types of Clients
Registered States

AZ

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