Please complete the CAPTCHA to continue
@commbank.com.au
✓
2 phones found area 843
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jon Carroll is listed as Financial Advisor at Commonwealth Financial Group at Commonwealth, based in Charleston, South Carolina, United States. AeroLeads shows a work email signal at commbank.com.au, phone signal with area code 843, and a matched LinkedIn profile for Jon Carroll.
Jon Carroll previously worked as Financial Advisor at Commonwealth and Financial Services Associate at Prudential Financial. Jon Carroll holds Bs, Marketing, Finance from West Virginia University.
This section adds company-level context without repeating Jon Carroll's masked contact details.
AeroLeads found 2 current-domain work email signals for Jon Carroll. Compare company email patterns before reaching out.
Jon Carroll is a Financial Advisor for Commonwealth Financial Group based in Charleston, SC. Jon specializes in helping physicians*, business owners, executives, and families in financial transition define and articulate their financial objectives, develop strategies that work towards specific and measureable benchmarks, and translating data into practical application utilizing cutting-edge technologies and platforms. Jon is able to offer both advice and implementation of strategies by providing access to a wide range of competitive financial products and services all based on an independent platform. Since 2007 Jon has been working with clients in the areas of:• Comprehensive Fee-Based Financial Planning• Wealth Accumulation / Tax-Favored Investment Strategies**• Business Continuity and Exit Strategies• Retirement Planning / Fixed Income Strategies• Risk Management, Asset Protection, and Liability Protection• Long Term Care Planning• Estate Planning**/Gifting Strategies Commonwealth Financial Group is an independent financial planning firm with a vision to reshape the look of traditional financial services and a mission to positively impact the lives of the individuals, the families, and the businesses in which it works. Commonwealth is committed to protecting client privacy, utilizing efficient and effective processes and procedures, and leveraging collaborative expertise to deliver advice tailored to your situation. For questions, to inquire about a meeting, or request a whitepaper: Jon.Carroll@commonwealthfg.com **This should not be considered as tax or legal advice. Consult a qualified tax and/or legal professional regarding your individual situation. DOFU 2-6-18 2019536*In-Practice Physicians By Referral Only
Listed skills include Retirement, Investment Advisory, Series 7, Wealth Management, and 9 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Daniel Island, Sc
Jon Carroll is a Registered Representative and Investment Advisor Representative of Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Quick answers generated from the profile data available on this page.
Jon Carroll works for Commonwealth.
Jon Carroll is listed as Financial Advisor at Commonwealth Financial Group at Commonwealth.
AeroLeads has found 2 work email signals at @commbank.com.au for Jon Carroll at Commonwealth.
AeroLeads has found 2 phone signal(s) with area code 843 for Jon Carroll at Commonwealth.
Jon Carroll is based in Charleston, South Carolina, United States while working with Commonwealth.
Jon Carroll has worked for Commonwealth and Prudential Financial.
You can use AeroLeads to view verified contact signals for Jon Carroll at Commonwealth, including work email, phone, and LinkedIn data when available.
Jon Carroll holds Bs, Marketing, Finance from West Virginia University.
Jon Carroll is listed with skills including Retirement, Investment Advisory, Series 7, Wealth Management, Estate Planning, New Business Development, Strategic Planning, and Retirement Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Jon Carroll you were looking for.
View similar profiles
