Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lon? Claim Your ProfileLon Kevin Jury is a financial professional with over 35 years of experience in the industry. Lon is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC. Lon has held multiple branch office locations with Ameriprise and has earned several industry designations, including Certified Financial Planner and Chartered Financial Consultant. Lon’s experience includes working with a variety of clients including individuals, trusts, estates, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation 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.
1
2
PA
05/07/2013 - Present
Ameriprise Financial Services, LLC (LANCASTER PA)
MN
05/30/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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