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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Beauchemin is a financial advisor at Mariner Wealth. Jon has been in the industry since 1998 and is registered to provide investment advice in California, Oregon, and South Carolina. Jon's previous experience includes roles at COMMONWEALTH FINANCIAL NETWORK, FINANCIAL TELESIS INC, FOOTHILL SECURITIES, INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Jon is a Series 6, Series 7, and Series 66 licensed advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2022 - Present
Mariner Wealth (Woodland Hills CA)
CA
08/12/2014 - 12/31/2021
COMMONWEALTH FINANCIAL NETWORK (Woodland Hills CA)
CA
08/15/2008 - 08/18/2014
FINANCIAL TELESIS INC (GRANADA HILLS CA)
CA
10/28/2004 - 08/15/2008
FOOTHILL SECURITIES, INC. (GRANADA HILLS CA)
NY
02/03/1997 - 08/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/03/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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