Unclaimed
Jon S. Conlon is a financial professional with over 20 years of experience in the industry. Jon is currently registered with Investment Distributors, Inc. in Kentucky. Jon has held previous positions with firms such as Concourse Financial Group Securities, Inc., Alt Fund Distributors LLC, Prudential Annuities Distributors, Inc., Allianz Life Financial Services, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Jon holds the Series 7, Series 63 and SIE licenses. Jon is licensed to offer securities in Illinois, Iowa, and Wisconsin.
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.
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.
1
2
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
AL
06/14/2018 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
NY
02/07/2018 - 06/05/2018
ALT FUND DISTRIBUTORS LLC (NEW YORK NY)
CT
03/18/2015 - 09/06/2017
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MN
03/30/2001 - 03/10/2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
04/14/2000 - 02/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/14/2000 - 02/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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