Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon D. Tanner is an investment advisor representative at William Joseph Capital Management, Inc. Jon is registered with the state of New York. Jon has been in the securities industry since 1988 and has a wide range of experience. Jon has a deep understanding of the financial markets and has helped many clients reach their financial goals. Jon provides financial planning and portfolio management for individuals. Jon is also a registered representative with Securities Service Network, Inc. and Securities America, Inc. Jon is also the President of Summit Advisory Solutions, Ltd., a company that provides financial analysis/evaluations for individuals and companies unrelated to securities or investments, and provides financial advice in divorce and probate cases. Jon also works as a bookkeeper for McDonald & McDonald, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers
1
2
NY
07/02/2024 - Present
William Joseph Capital Management, Inc. (Highland NY)
NY
04/03/2002 - 03/27/2009
SECURITIES SERVICE NETWORK, INC. (POUGHKEEPSIE NY)
NE
05/24/1995 - 03/27/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
08/18/1992 - 06/23/1995
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
DE
10/09/1990 - 01/24/1992
PML SECURITIES COMPANY (NEWARK DE)
MA
11/04/1988 - 11/24/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/04/1988 - 11/24/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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