Jon Dewar
LPL Financial Advisor / Chief Retirement Geek
- Role
- Lpl Financial Retirementgeeks Com at LPL Financial
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Jon Dewar
Securities, fee-based, and asset management services offered through LPL Financial, a…
Experience
Lpl Financial Retirementgeeks Com
Present
Education
North Carolina State University
BSME, Engineering
1987 — 1992
Georgia Institute of Technology
MBA/MSM, Finance and Entrepreneurship
1995 — 1997
Skills
- Wealth Management
- Investment Management
- Retirement Planning
- Finra
- Financial Advisory
- Series 63
- Securities
- Estate Planning
- 401k Rollovers
- Life Insurance
- Finance
- Series 7
- Portfolio Management
- Retirement
- Strategic Financial Planning
- Investments
- Investment Advisory
- Asset Managment
- Fixed Annuities
- Disability Insurance
- Financial Services
- Asset Management
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