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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 Fletcher is a financial advisor at SPC. Jon has been in the industry since 1992. Jon holds the Series 6, 7, 31, and 66 licenses and the SIE designation. Jon is a registered Investment Advisor with the state of Texas and is also a licensed insurance agent. Jon has extensive experience working with individuals, families, businesses and charitable organizations. Jon specializes in retirement planning, 401(k) plans, 529 plans, annuities, mutual funds, CDs, US Treasuries Securities, Group Retirement and Savings Plans, Life Insurance, LTC, Disability and Critical Illness, and Health Insurance. Jon is a member of the West Austin Chamber of Commerce.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
08/23/2017 - Present
SPC (ANN ARBOR MI)
TX
08/30/2013 - 08/23/2017
WFG INVESTMENTS, INC. (LAKEWAY TX)
TX
01/02/2009 - 09/04/2013
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
02/27/2009 - 09/13/2011
SECURITIES AMERICA, INC. (AUSTIN TX)
TX
05/02/2003 - 01/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
RI
07/27/1993 - 05/21/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
06/22/1992 - 07/01/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 11/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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