Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Greulich is a financial advisor with over 20 years of experience in the industry. Jon is currently registered with Independent Financial Group, LLC and is licensed in California. Jon is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA) and an Investment Advisor Representative (IAR). Jon previously worked with Principal Securities, Inc. and AXA Advisors, LLC. Jon offers a variety of financial services to individual clients, including financial planning, portfolio management, and retirement 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.
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.
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2
CA
10/31/2017 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
02/23/2011 - 11/07/2017
PRINCIPAL SECURITIES, INC. (SAN DIEGO CA)
CA
01/05/1999 - 11/10/2010
AXA ADVISORS, LLC (SAN DIEGO CA)
NY
01/05/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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