Jon Carroll

Jon Carroll Email and Phone Number

Financial Advisor at Commonwealth Financial Group @ Commonwealth
Jon Carroll's Location
Charleston, South Carolina, United States, United States
Jon Carroll's Contact Details
About Jon Carroll

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

Jon Carroll's Current Company Details
Commonwealth

Commonwealth

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Financial Advisor at Commonwealth Financial Group
Jon Carroll Work Experience Details
  • Commonwealth
    Financial Advisor
    Commonwealth 2006 - Present
    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.
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  • Prudential Financial
    Financial Services Associate
    Prudential Financial 2005 - 2006
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Jon Carroll Skills

Retirement Investment Advisory Series 7 Wealth Management Estate Planning New Business Development Strategic Planning Retirement Planning Budgets Account Management Business Development Marketing Strategy Bloomberg

Jon Carroll Education Details

Frequently Asked Questions about Jon Carroll

What company does Jon Carroll work for?

Jon Carroll works for Commonwealth

What is Jon Carroll's role at the current company?

Jon Carroll's current role is Financial Advisor at Commonwealth Financial Group.

What is Jon Carroll's email address?

Jon Carroll's email address is jc****@****inc.com

What is Jon Carroll's direct phone number?

Jon Carroll's direct phone number is +184388*****

What schools did Jon Carroll attend?

Jon Carroll attended West Virginia University.

What skills is Jon Carroll known for?

Jon Carroll has skills like Retirement, Investment Advisory, Series 7, Wealth Management, Estate Planning, New Business Development, Strategic Planning, Retirement Planning, Budgets, Account Management, Business Development, Marketing Strategy.

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