Unclaimed
Jon Lucas Cremer is a financial advisor at Edward Jones. Jon has been in the financial industry since May 2022. He has a Series 65 license and is registered to provide investment advice in Oklahoma. Jon has prior experience in the financial services industry with Leading Edge Financial Planning LLC. Jon is also a veteran, having served in the United States Air Force.
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.
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.
See schedule d - miscellaneous
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2
OK
02/03/2025 - Present
Edward Jones (Enid OK)
IA
Issued 06/06/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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