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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 Eric Franconia is a financial advisor with over 20 years of experience in the industry. Jon currently works with Fidelity Personal And Workplace Advisors where Jon is registered as an Investment Advisor Representative in Colorado and Texas. Jon has a history of experience with other firms like Charles Schwab & Co., Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Jon specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
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.
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.
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2
CO
08/10/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
09/26/2018 - 06/27/2023
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
KY
03/19/1999 - 10/06/2016
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
RI
09/16/1998 - 02/26/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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