Unclaimed
Jon Pettry is a registered representative with J.P. Morgan Securities LLC. Jon has been in the financial services industry for over 9 years. Jon specializes in providing financial planning, portfolio management and pension consulting services to a variety of clients including individuals, businesses, high net worth individuals, and charitable organizations. Jon is registered with the state of Texas and has passed the Uniform Combined State Law Examination. Jon's previous work experience includes roles at NorrisLeal Engineers, Jeffrey Salazar, Northwestern Mutual Investment Services LLC, and Capital Strategies/Gracelane Financial Partners.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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TX
09/24/2024 - Present
J.p. Morgan Securities LLC (ROUND ROCK TX)
Active
Inactive
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