Jon Sweet Email & Phone Number

Jon attended Boston University until he began his career in 1986 as one of the youngest financial advisers at American Express in Boston. Two years later, in 1988, Jon received his CFP. In 1990 Jon became a Managing Principal and District Manager at American Express Financial Advisors and was picked to teach “Asset Allocation” and “Modern Portfolio Theory” to advisers at Amex. He taught the 300 plus advisers and planners in Boston and the Metro Market for over 6 years.In 1998, Jon left American Express to Join Commonwealth Financial Network, an independent Broker dealer. Jon formed Oak Leaf Wealth Management with partner Mark Williams CFP so that together they could offer independent advice to his clients. He specializes in building financial plans that work for each client’s risk tolerance and time horizon and unique financial goals. He focuses on money management and retirement planning, as well as issues that surround Women & Money and aging.Oak Leaf Wealth Management prides itself on its strategic partnerships. By working with attorneys, CPAs and other advisers, they have formed a complete, holistic practice and can attend to all of their clients’ needs.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Oak Leaf Wealth Management, 598 Great Road, North Smithfield, RI 02896. 401.765.1711This communication is strictly intended for individuals residing in AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Listed skills include Retirement Planning, Retirement Plan Consulting, Retirement Savings, Qualified Retirement Plans, and 40 others.