Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Betlow is a financial professional with over 28 years of experience in the industry. Jon is currently registered as an investment advisor representative with Bleakley Financial Group, LLC in Fairfield, NJ. Jon also has experience working with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Jon is licensed to provide financial advice in several states, including California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, New York, and Rhode Island. Jon is also a Certified Financial Planner and Chartered Financial Consultant. Jon has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Non-investment consulting/implementation 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.
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NJ
07/01/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
09/07/1994 - 02/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
WI
09/07/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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