Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Neal Prevost is a financial advisor at Cabana Asset Management. Jon is an Investment Advisor Representative with a Series 65 license and has been in the industry since 1987. Jon is also a licensed attorney and has experience in both law and finance. Jon’s experience in both law and finance gives Jon a unique perspective on managing investments. Jon specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jon also provides financial planning services. The firm's assets under management are in excess of $738,650,000. Jon is committed to providing personalized financial advice to help clients reach 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other advisers
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.
1
2
TX
01/28/2013 - Present
Cabana Asset Management (PLANO TX)
NA
03/13/1987 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 01/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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