Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Kenneth Wych is a financial advisor registered with LPL Financial LLC. Jon has been in the financial services industry since 2000. Jon has passed the Series 6, Series 7, Series 63 and Series 66 exams. Jon holds registrations in 22 states. Jon has been with LPL Financial LLC since 2024 and prior to that worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, A. G. Edwards & Sons, Inc. and Southern Farm Bureau Fund Distributor, Inc.
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.
Consulting and other non-discretionary advisory services
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
TX
10/14/2024 - Present
LPL Financial LLC (ARLINGTON TX)
TX
08/19/2005 - 01/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
MO
09/12/2001 - 09/07/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MS
01/18/2000 - 09/13/2001
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
BOTH
Issued 09/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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