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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 L Nielson is a financial advisor who has been in the industry since 2008. Jon is registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2015. He is a Certified Financial Planner and a Chartered Financial Consultant. Jon is also a registered representative in Texas and Utah. He has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Jon specializes in providing financial planning, portfolio management, and pension consulting 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
UT
02/11/2016 - Present
Cambridge Investment Research Advisors, Inc. (Cottonwood Heights UT)
UT
03/18/2008 - 02/10/2016
METLIFE SECURITIES INC. (SANDY UT)
BOTH
Issued 04/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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