Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon David Walton has been in the financial services industry since 1983. Jon is currently registered with Commonwealth Financial Network, a firm with a broad range of services and assets under management. Jon is licensed in Delaware, Pennsylvania and many other states. Jon also holds several professional designations, including Certified Financial Planner. In addition to Jon's work with Commonwealth Financial Network, Jon is also the founding partner and CEO of Independence Wealth Advisors, Inc. Prior to that, Jon was with Princor Financial Services Corporation, 1717 Capital Management Company and Washington Square Securities, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
04/21/2022 - Present
Commonwealth Financial Network (CHADDS FORD PA)
DE
10/22/2002 - 01/02/2008
PRINCOR FINANCIAL SERVICES CORPORATION (WILMINGTON DE)
DE
06/28/1995 - 11/06/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CT
08/17/1994 - 06/16/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
01/21/1983 - 05/11/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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