Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Patrick Ewing is a financial advisor with over 30 years of experience in the financial services industry. Jon is currently registered with National Wealth Management Group, LLC, in Cincinnati, Ohio. Previously, Jon was with MML Investors Services, LLC, in Centerville, Ohio and MSI Financial Services, Inc. in Springfield, Massachusetts. Jon is a Series 6, Series 63, and SIE licensed professional. Jon specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
Hourly consulting
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.
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2
OH
12/08/2022 - Present
National Wealth Management Group, LLC (CINCINNATI OH)
OH
03/25/2017 - 12/14/2022
MML INVESTORS SERVICES, LLC (Centerville OH)
MA
12/23/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
12/23/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
12/01/1992 - 01/01/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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