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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Skaff is a financial advisor with Truist Advisory Services, Inc. based in Fort Myers, FL. Jon has been in the financial services industry since June 1994. Jon is registered to provide investment advice in 38 states. Jon has a Series 6, 7, 26, 63, and 66 licenses and the SIE exam. Jon also has a bachelor's degree in Economics from the University of Notre Dame and a Juris Doctor from the University of Florida. Jon is committed to providing personalized financial advice to individuals and families.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
09/14/2016 - Present
Truist Advisory Services, Inc. (FORT MYERS FL)
NY
05/03/1999 - 10/05/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/06/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 12/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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