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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 McCardle is an investment advisor representative with Regal Investment Advisors LLC, a firm with a primary office in Kentwood, MI. Jon has been an active investment professional since 2001 and holds licenses to operate in several states, including Indiana, Louisiana, and Texas. Jon's expertise spans across various financial sectors, including individual and business portfolio management, pension consulting, and financial planning.
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.
A percentage of the total value of assets under management is charged.
Third party fees
1
2
IN
08/21/2024 - Present
Regal Investment Advisors LLC (LAFAYETTE IN)
IN
02/29/2012 - 12/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LAFAYETTE IN)
IN
10/11/2010 - 03/01/2012
G.F. INVESTMENT SERVICES, LLC (LAFAYETTE IN)
IN
05/07/2002 - 10/13/2010
SUMMIT BROKERAGE SERVICES, INC. (LAFAYETTE IN)
MO
05/25/2001 - 04/29/2002
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 09/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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