Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Kehl is a financial advisor at Osaic Wealth, Inc. Jon's career in the financial services industry began in 1986 and Jon has experience with a range of financial products and services, including individual and business portfolio management, financial planning, and pension consulting. Jon holds the Series 7, Series 6, Series 26, and Series 66 securities licenses. Jon is registered with the state of Connecticut.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LAVISTA NE)
CT
12/11/2018 - 06/14/2024
SECURITIES AMERICA, INC. (NEWINGTON CT)
CT
12/01/2006 - 12/14/2018
QUESTAR CAPITAL CORPORATION (NEWINGTON CT)
CT
03/01/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (NEWINGTON CT)
CT
01/07/1998 - 02/22/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
07/21/1986 - 01/20/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 01/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Kehl is the right advisor for you? Invested Better is here to help.
