Jon Dold
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Jon Dold Email & Phone Number

Financial Advisor at Lakeshore Wealth Management, LLC
Location: Lees Summit, Missouri, United States 3 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Lakeshore Wealth Management, LLC
Role
Financial Advisor
Location
Lees Summit, Missouri, United States

Who is Jon Dold? Overview

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Quick answer

Jon Dold is listed as Financial Advisor at Lakeshore Wealth Management, LLC, based in Lees Summit, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Jon Dold.

Jon Dold previously worked as Independent Financial Advisor at Wise Wealth, Llc and Financial Advisor at Merrill Lynch. Jon Dold holds Master Of Business Administration - Mba, Business Administration And Management, General, 4.0 from Lindenwood University.

Profile bio

About Jon Dold

I may post, “like” or share information on social media that I find useful or relevant, but this does not constitute an official endorsement or recommendation on behalf of myself or Lakeshore Wealth Management LLC. Any content, including posts, pictures, responses, and videos, on my social media site should not be considered an advertisement, endorsement, or financial advice. All material is intended for information and discussion only. Others may post or share information on my social media sites. I may occasionally include links or references to other sites or third parties on my social media sites. I am not responsible for the privacy policy, content, or accuracy of items posted or shared by third parties, nor any website accessed through these links. I do not endorse or guarantee the accuracy of the content posted by others, nor should any content or action be considered investment advice.

Current workplace

Jon Dold's current company

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Lakeshore Wealth Management, LLC
Lakeshore Wealth Management, Llc
Financial Advisor
3 roles

Jon Dold work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Lakeshore Wealth Management, Llc

Lake Lotawana, MO

Jan 2023 - Present

Independent Financial Advisor

300 SW Main Street Lee's Summit MO 64063

Apr 2017 - Dec 2022
1 education record

Jon Dold education

FAQ

Frequently asked questions about Jon Dold

Quick answers generated from the profile data available on this page.

What company does Jon Dold work for?

Jon Dold works for Lakeshore Wealth Management, LLC.

What is Jon Dold's role at Lakeshore Wealth Management, LLC?

Jon Dold is listed as Financial Advisor at Lakeshore Wealth Management, LLC.

Where is Jon Dold based?

Jon Dold is based in Lees Summit, Missouri, United States while working with Lakeshore Wealth Management, LLC.

What companies has Jon Dold worked for?

Jon Dold has worked for Lakeshore Wealth Management, Llc, Wise Wealth, Llc, and Merrill Lynch.

How can I contact Jon Dold?

You can use AeroLeads to view verified contact signals for Jon Dold at Lakeshore Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jon Dold attend?

Jon Dold holds Master Of Business Administration - Mba, Business Administration And Management, General, 4.0 from Lindenwood University.

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