Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Stacy is a financial advisor with over 20 years of experience in the industry. Jon currently works for Signature Equity Partners, LLC, a firm with a total of 21 employees. Jon is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Jon is also registered with the state of Ohio and Texas. Jon has experience working with high-net-worth individuals and other individuals, with a total of 813 clients and $250,942,307 in assets under management. Jon's firm provides a variety of financial services, including financial planning, retirement planning, and portfolio management. Jon is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting 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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2
OH
09/08/2023 - Present
Signature Equity Partners, LLC (Sylvania OH)
OH
02/02/2018 - 09/20/2023
LPL FINANCIAL LLC (SYLVANIA OH)
OH
02/01/2017 - 02/02/2018
THE HUNTINGTON INVESTMENT COMPANY (BOWLING GREEN OH)
MI
03/13/2014 - 02/01/2017
LPL FINANCIAL LLC (TEMPERANCE MI)
OH
06/01/2006 - 03/17/2014
ING FINANCIAL PARTNERS, INC. (SYLVANIA OH)
NY
01/22/2001 - 06/02/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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