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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 Christopher Ingalls is a financial advisor with over 15 years of experience in the industry. Jon is registered with MML Investors Services, LLC, and holds both Series 6, 7, and 63 securities licenses, as well as a Series 65 Investment Advisor license. He provides investment advice and financial planning services to individuals, families, businesses, and institutions. Jon has a strong track record of success in helping clients achieve their financial goals. He specializes in wealth management, retirement planning, and college savings planning. Jon is committed to providing his clients with personalized attention and comprehensive financial solutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
KS
01/19/2024 - Present
MML Investors Services, LLC (OVERLAND PARK KS)
KS
11/10/2010 - 04/13/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
MO
11/06/1997 - 01/29/1998
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 02/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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