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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 Harris Mesmer is an investment advisor representative with BFC Planning, Inc. in Aberdeen, SD. Jon Mesmer has been working in the financial services industry since February 1992 and has a history of working with clients in South Dakota and other states. Jon Mesmer has obtained several industry licenses including Series 6, 7, 63 and 65. Jon Mesmer specializes in helping individuals and families with their financial planning needs.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
SD
12/17/2013 - Present
BFC Planning, Inc. (ABERDEEN SD)
NY
05/09/2002 - 12/17/2002
AXA ADVISORS, LLC (NEW YORK NY)
MN
12/15/2000 - 01/09/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 01/09/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
06/22/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
09/08/1998 - 06/30/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CT
01/03/1997 - 09/04/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
10/30/1991 - 01/22/1997
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 04/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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