Jon Eklund Email & Phone Number

As an Oppenheimer Financial Advisor I align each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. I focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.I am licensed in the following states: AL, AK, CA, FL, IL, IN, MI, MN, MO, MT, NY, OH, OR, TX, WA and WI.Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Alternative Investments, Estate Planning, Series 63, Fixed Income, and 23 others.