Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Sheflet is a financial advisor registered with United Planners' Financial Services of America A Limited Partner. Jon has been in the financial services industry since 1990. Jon is licensed to provide investment advice in 13 states. Jon's previous experience includes roles at Crown Capital Securities, L.P., Mutual Service Corporation, and Titan/Value Equities Group, Inc. Jon is also a registered insurance agent and a farmer. Jon's firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
01/31/2024 - Present
United Planners' Financial Services OF America A Limited Partner (HAMMOND WI)
CA
09/02/1999 - 02/09/2024
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
MA
03/31/1999 - 09/01/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
08/27/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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