Jon Loranger (CRD# 4875690) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 19 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| The Patriot Financial Group, LLC | Westborough, MA | Oct 2021 - Current | 2 |
| The Patriot Financial Group Insurance Agency, LLC | Westboro, MA | Oct 2021 - Current | 2 |
| Securities America, Inc. | Westborough, MA | Oct 2021 - Dec 2022 | 1 |
| Allstate Insurance Company | Sandwich, MA | Aug 2021 - Oct 2021 | < 1 |
| Massmutual Life Insurance Company | Boston, MA | Mar 2006 - Aug 2021 | 15 |
| Mml Investors Services | Boston, MA | Mar 2006 - Aug 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- MA
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Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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