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Jon Preston, Cfp® Email & Phone Number

Financial Advisor at Commonwealth Financial Group
Location: Greater Boston, United States 7 work roles 3 schools
1 work email found @fidelity.com 6 phones found area 317, 908, and 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email j****@fidelity.com
Direct phone (317) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Commonwealth Financial Group
Role
Financial Advisor
Location
Greater Boston, United States
Company size
251 employees

Who is Jon Preston, Cfp®? Overview

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Quick answer

Jon Preston, Cfp® is listed as Financial Advisor at Commonwealth Financial Group, a with 251 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 317, 908, 408, and a matched LinkedIn profile for Jon Preston, Cfp®.

Jon Preston, Cfp® previously worked as Brand and Digital Marketing at Massmutual and Director, Social Media at Fidelity Investments. Jon Preston, Cfp® holds Financial Planning Certificate from Bryant University.

Company email context

Email format at Commonwealth Financial Group

This section adds company-level context without repeating Jon Preston, Cfp®'s masked contact details.

*@fidelity.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jon Preston, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jon Preston, Cfp®

I spent the first 20 years of my career helping Fortune 500 Companies tell their stories. Through market research, consumer feedback, and social media engagement, I've helped some of the country’s most trusted brands better understand their customers' needs, and in turn, address those needs with personalized solutions. Every family, every individual and every business owner has a unique story to tell. As a trusted advisor, I help my clients feel more confident in their financial story, and together find a path to their own “happily ever after”.I graduated from Skidmore College with a degree in business-economics. I hold my Series 7 and Series 63 licenses, as well as licenses for life, health and accident insurance. I earned my Certified Financial Planning Professional designation after attending Bryant University's Boston Institute of Finance. When not helping clients, I spend my free time coaching youth sports and maintaining my ever-growing garden.https://www.commonwealthfinancialgroup.com/licenses/

Listed skills include Marketing Strategy, Direct Marketing, Leadership, Advertising, and 46 others.

Current workplace

Jon Preston, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Commonwealth Financial Group
Commonwealth Financial Group
Financial Advisor
boston, massachusetts, united states
Website
commonwealthfinancialgroup.com
Employees
251
AeroLeads page
Company profile
View company profile Email format
7 roles

Jon Preston, Cfp® work experience

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

Financial Advisor

Current
Commonwealth Financial Group

Westborough, Massachusetts, United States

I help families and business owners approach their finances with confidence, so they can plan their future by design and not default.

Mar 2023 - Present

Brand And Digital Marketing

Massmutual

Boston, Massachusetts, United States

Lead social media, search engine (SEM) and digital marketing strategy, including lead generation / customer acquisition programs and content development for MassMutual’s 7,000+ financial professionals nationwide. Daily alignment with data science, data analysis, CRM, communications, media relations, PR, community relations and Brand marketing partners.

Jan 2018 - May 2022

Director, Social Media

Fidelity Investments

Smithfield, Ri & Boston, Ma

As part of Fidelity's Personal Investing channel marketing team, I was responsible for helping inform, engage and motivate younger Americans so they better understood their finances and felt confident investing in their future.

Feb 2016 - Aug 2017

Sr. Manager, Communications

Staples

Framingham, Ma

Served in a variety of marketing and communications roles with increasing responsibilities over my 10 years at Staples. My final role at Staples was as Sr. Manager for Retail Communications, where I managed a team of dedicated professionals responsible for all comms with Staples US retail locations.

Aug 2005 - Jan 2015

Principal

Merwin Communications

Cambridge, Ma

Small business marketing, event planning and public relations. Organized and executed grand opening events and ramp-up marketing for hospitality industry clients such a Cold Stone Creamery, the Boston Dine Around and others in New England area.

Jan 2004 - Aug 2005

Account Executive

Phoenix Media Communications Group

Boston, Ma

Advertising sales for metro-Boston territory, primarily for hospitality and entertainment industry businesses. Included ROP newspaper and magazine ads, sponsorships, and online media sales.

Feb 2002 - Jan 2004

Media Planner/Account Coordinator

David Wilson Associates

Greater Boston Area

Human resource advertising for New England technology and healthcare businesses.

Feb 2000 - Mar 2001
Team & coworkers

Colleagues at Commonwealth Financial Group

Other employees you can reach at commonwealthfinancialgroup.com. View company contacts for 251 employees →

DB David Baller David Baller Colleague at Commonwealth Financial GroupCharleston, South Carolina, United States View → PW Peter Wisowaty Peter Wisowaty Colleague at Commonwealth Financial GroupGreater Boston, United States View → KO Kathleen O'Neill Kathleen O'Neill Colleague at Commonwealth Financial GroupUpton, Massachusetts, United States View → SJ Stephen Johnson Stephen Johnson Colleague at Commonwealth Financial GroupDedham, Massachusetts, United States View → JM Jennifer Miner Jennifer Miner Colleague at Commonwealth Financial GroupSuffolk County, Massachusetts, United States View → SL Stephen Ledogar Stephen Ledogar Colleague at Commonwealth Financial GroupBoston, Massachusetts, United States View → DP David Pflaumer David Pflaumer Colleague at Commonwealth Financial GroupKingston, Massachusetts, United States View → EE Eric Emslie Eric Emslie Colleague at Commonwealth Financial GroupBaldwin, New York, United States View → RR Randy Richard Randy Richard Colleague at Commonwealth Financial GroupSummerville, South Carolina, United States View → AY Aileen Yates Aileen Yates Colleague at Commonwealth Financial GroupUnited States View →
3 education records

Jon Preston, Cfp® education

FAQ

Frequently asked questions about Jon Preston, Cfp®

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

What company does Jon Preston, Cfp® work for?

Jon Preston, Cfp® works for Commonwealth Financial Group.

What is Jon Preston, Cfp®'s role at Commonwealth Financial Group?

Jon Preston, Cfp® is listed as Financial Advisor at Commonwealth Financial Group.

What is Jon Preston, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fidelity.com for Jon Preston, Cfp® at Commonwealth Financial Group.

What is Jon Preston, Cfp®'s phone number?

AeroLeads has found 6 phone signal(s) with area code 317, 908, 408 for Jon Preston, Cfp® at Commonwealth Financial Group.

Where is Jon Preston, Cfp® based?

Jon Preston, Cfp® is based in Greater Boston, United States while working with Commonwealth Financial Group.

What companies has Jon Preston, Cfp® worked for?

Jon Preston, Cfp® has worked for Commonwealth Financial Group, Massmutual, Fidelity Investments, Staples, and Merwin Communications.

Who are Jon Preston, Cfp®'s colleagues at Commonwealth Financial Group?

Jon Preston, Cfp®'s colleagues at Commonwealth Financial Group include David Baller, Peter Wisowaty, Kathleen O'Neill, Stephen Johnson, and Jennifer Miner.

How can I contact Jon Preston, Cfp®?

You can use AeroLeads to view verified contact signals for Jon Preston, Cfp® at Commonwealth Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Jon Preston, Cfp® attend?

Jon Preston, Cfp® holds Financial Planning Certificate from Bryant University.

What skills is Jon Preston, Cfp® known for?

Jon Preston, Cfp® is listed with skills including Marketing Strategy, Direct Marketing, Leadership, Advertising, Social Media, Digital Marketing, Management, and Corporate Branding.

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