Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Peter Walheim is an investment advisor representative who has been in the industry since 2007. Jon has been associated with Wealthcare Advisory Partners LLC since 2017. Prior to that, Jon was an advisor at LPL Financial LLC and Private Advisor Group, LLC. Jon is licensed to provide investment advice in Connecticut, Florida, New Jersey, North Carolina, and Pennsylvania. Jon is also registered as an Investment Advisor Representative with the State of Pennsylvania.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/06/2017 - Present
Wealthcare Advisory Partners LLC (Havertown PA)
BC
Issued 02/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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