Jon Deprimo

Jon Deprimo Email and Phone Number

Executive Director, National Leadership Team @ BKA Financial, LLC.
elmira, new york, united states
Jon Deprimo's Location
Boston, Massachusetts, United States, United States
Jon Deprimo's Contact Details

Jon Deprimo personal email

n/a
About Jon Deprimo

Jon DePrimo is a specialist in the design and implementation of numerous advanced planning strategies, including, estate planning, business succession planning, and charitable planning. Jon serves as a resource assisting Financial Advisors with identifying, designing and implementing wealth management solutions for their clients.

Jon Deprimo's Current Company Details
BKA Financial, LLC.

Bka Financial, Llc.

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Executive Director, National Leadership Team
elmira, new york, united states
Website:
bkafinancial.com
Employees:
40
Jon Deprimo Work Experience Details
  • Bka Financial, Llc.
    Executive Director, National Leadership Team
    Bka Financial, Llc. Sep 2021 - Present
    New York, United States
    View
  • Bka Private Wealth Consultants
    Managing Partner
    Bka Private Wealth Consultants Jan 2020
    Greater Boston Area
  • Bka Private Wealth Consultants
    Associate Partner
    Bka Private Wealth Consultants Jan 2014 - Jun 2017
    Greater Boston Area
    Jon DePrimo is a specialist in the design and implementation of numerous advanced planning strategies, including, estate planning, business succession planning, and charitable planning. Jon serves as a resource assisting Financial Advisors with identifying, designing and implementing wealth management solutions for their clients.
  • Brian K. Adams & Associates
    Advanced Sales Consultant
    Brian K. Adams & Associates Jan 2012 - Dec 2013
    Elmira, Ny
    Develop advanced case design presentations as well as working on complex HNW cases to understand the clients' needs, objectives, and goals. Discuss, strategize, and implement advanced planning techniques to assess the positive and negatives of a given situation.
  • Brian K Adams & Associates
    Internal Wholesaler - Open Channel
    Brian K Adams & Associates Nov 2010 - Dec 2011
    Elmira, New York Area
  • Metlife
    Financial Advisor, Registered Rep.
    Metlife Jun 2009 - Oct 2010
    Elmira, New York Area
    View

Jon Deprimo Skills

Insurance Fixed Annuities Life Insurance Variable Annuities Series 6 Sales Presentations Outside Sales Cold Calling Series 63 Universal Life Estate Planning Retirement Planning Term Life Insurance

Jon Deprimo Education Details

Frequently Asked Questions about Jon Deprimo

What company does Jon Deprimo work for?

Jon Deprimo works for Bka Financial, Llc.

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

Jon Deprimo's current role is Executive Director, National Leadership Team.

What is Jon Deprimo's email address?

Jon Deprimo's email address is jon.deprimo@bka.de

What is Jon Deprimo's direct phone number?

Jon Deprimo's direct phone number is +160785*****

What schools did Jon Deprimo attend?

Jon Deprimo attended Elmira College.

What are some of Jon Deprimo's interests?

Jon Deprimo has interest in Soccer, Travel, History Novels.

What skills is Jon Deprimo known for?

Jon Deprimo has skills like Insurance, Fixed Annuities, Life Insurance, Variable Annuities, Series 6, Sales Presentations, Outside Sales, Cold Calling, Series 63, Universal Life, Estate Planning, Retirement Planning.

Who are Jon Deprimo's colleagues?

Jon Deprimo's colleagues are Tommy Bridges, Exinobel Gonzalez, Jon Banister, Alicia Aultman, Katie Clark, Cfp®, John Taylor, Charles Marciano Cfp®, Clu®.

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