Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Fletcher is a financial advisor with over 37 years of experience in the industry. He is currently registered with Money Concepts Capital Corp. in Jacksonville, Florida. Jon has previously worked with several other firms, including NYLIFE SECURITIES LLC, AUSDAL FINANCIAL PARTNERS, INC., and MONEY CONCEPTS CAPITAL CORP. He has a wide range of experience in financial planning and portfolio management, working with both individual and business clients. Jon is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
08/27/2024 - Present
Money Concepts Capital Corp. (JACKSONVILLE FL)
FL
02/23/2022 - 08/28/2024
NYLIFE SECURITIES LLC (JACKSONVILLE FL)
CA
12/01/2017 - 12/31/2021
AUSDAL FINANCIAL PARTNERS, INC. (SAN DIEGO CA)
IN
11/13/2012 - 12/13/2017
MONEY CONCEPTS CAPITAL CORP (Indianapolis IN)
IL
01/02/2002 - 01/29/2008
WUNDERLICH SECURITIES, INC. (GENEVA IL)
TN
10/08/1997 - 02/01/2002
MFM ASSET MANAGEMENT, L.LC. (MEMPHIS TN)
IL
04/08/1997 - 10/22/1997
HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)
NY
06/18/1985 - 03/04/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/19/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2001
Series 4 - Registered Options Principal Examination
BC
Issued 06/23/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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