Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Erik Huffman is a financial advisor with over 20 years of experience in the financial services industry. Jon is a registered representative of Equitable Advisors, LLC, a subsidiary of Equitable Holdings, Inc., and an investment advisor representative of Equitable Advisors, LLC. Jon is also registered with the states of Alaska, Florida, Indiana, Maryland, New York, Ohio, Pennsylvania, Virginia, and West Virginia. Jon specializes in providing financial planning, portfolio management, and other financial services to individuals, families, and businesses. Jon is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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WV
04/06/2021 - Present
Equitable Advisors, LLC (MORGANTOWN WV)
WV
11/07/2013 - 03/02/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MORGANTOWN WV)
WV
04/18/2006 - 10/03/2013
BB&T INVESTMENT SERVICES, INC. (MORGANTOWN WV)
MD
01/24/2006 - 04/20/2006
NEW ENGLAND SECURITIES (HUNT VALLEY MD)
OH
03/18/2002 - 01/03/2006
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 07/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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