Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Frederick Petersen is a Certified Financial Planner® registered with Core Planning in Illinois and Missouri. Jon has been working in the financial services industry since March 2014. Jon is an investment advisor representative and provides financial planning and portfolio management services to individuals and high-net-worth individuals. Jon is also the owner of the financial blog Novelinvestor.com, based in Chicago, IL. Core Planning provides financial planning, portfolio management and other advisory services.
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.
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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IL
04/04/2024 - Present
Core Planning (Chicago IL)
Active
Inactive
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