Jonathan Lord, Lutcf Email and Phone Number
I help individuals understand that preparing for retirement is similar to climbing amountain. A person can accumulate what they think is enough for a secure retirement—thus reachingthe summit—only to find that getting down the mountain—protecting their lifestyle—is equally, if notmore important.I am licensed to sell insurance in: TX, GA, CT and securities in TX & GA.Registered Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneHouston Financial is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.This communication is not a recommendation or endorsement of any product, service, security or issuer. Third-party posts do not reflect the views of Jonathan Lord and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by dhouchins@onehoustonfinancial.com. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.
Onehouston Financial
View- Website:
- onehoustonfinancial.com
- Employees:
- 6
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Agency Vice PresidentOnehouston Financial Jun 2021 - PresentHouston, Texas, United StatesI am a 20+year industry veteran, and currently the Associate General Agent and Agency Vice President of OneHouston Financial. As a manager, I help advisors offer personalized solutions for individuals and business professionals who wish to protect, grow and properly distribute their wealth. As an advisor, I believe the only way to establish a solid, successful business relationship with my clients is to genuinely be interested in their lives, their goals, their accomplishments, and their dreams.
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Senior Vice PresidentWealth Development Strategies, Llc Jan 2021 - Jul 2021Houston, Texas -
Senior Sales ManagerWealth Development Strategies, Llc Sep 2019 - Jan 2021Houston, Texas AreaI am a 15+year industry veteran, and currently the Senior Sales Manager of Wealth Development Strategies, LLC. As a manager, I help advisors offer personalized solutions for individuals and business professionals who wish to protect, grow and properly distribute their wealth. As an advisor, I believe the only way to establish a solid, successful business relationship with my clients is to genuinely be interested in their lives, their goals, their accomplishments, and their dreams.
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Agency Director Of SalesOne Houston Financial Jan 2016 - Aug 20192900 North Loop West, Suite 810, Houston, Texas 77092
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Managing AssociateMassmutual Greater Houston Apr 2013 - Dec 2015Houston, Texas AreaLooked for top producers! Helped producers take their business to the next level. . -
Financial Services ProfessionalMassmutual Greater Houston Dec 2011 - Dec 2015Houston, Texas AreaI provided a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Jonathan Lord, Lutcf Education Details
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Psychology
Frequently Asked Questions about Jonathan Lord, Lutcf
What company does Jonathan Lord, Lutcf work for?
Jonathan Lord, Lutcf works for Onehouston Financial
What is Jonathan Lord, Lutcf's role at the current company?
Jonathan Lord, Lutcf's current role is Associate General Agent/ Agency Vice President at OneHouston Financial.
What schools did Jonathan Lord, Lutcf attend?
Jonathan Lord, Lutcf attended Morehouse College.
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