Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon McAleney is a financial advisor with over 35 years of experience in the financial services industry. Jon has held positions at several prominent firms, including A.G. Edwards & Sons, Inc., Paine Webber Incorporated, Prudential Securities Incorporated, and Janney Montgomery Scott LLC. Jon is currently registered with Osaic Wealth, Inc. Jon holds a variety of licenses and registrations, including Series 63, 66, 7 and SIE, and is a registered investment advisor in several states. Jon's focus is on providing financial planning, investment management, and retirement planning advice to individuals, families, and businesses. Jon has a strong track record of success in helping clients achieve their financial goals.
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.
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.
1
2
NJ
12/04/2024 - Present
Osaic Wealth, Inc. (Chester NJ)
NJ
10/05/2009 - 09/08/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BEDMINSTER NJ)
NJ
01/12/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BEDMINSTER NJ)
NJ
11/15/1999 - 01/19/2007
JANNEY MONTGOMERY SCOTT LLC (BEDMINSTER NJ)
MO
03/02/1999 - 10/28/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
08/26/1993 - 02/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/15/1989 - 09/01/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/26/1986 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
12/17/1985 - 01/27/1986
GIBRALTAR SECURITIES CO.
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1986
Series 5 - Interest Rate Options Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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