Jon
Loranger
The Patriot Financial Group, LLC
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About this Advisor
Jon Loranger is a financial advisor based out of Westborough, Massachusetts with a total of 2 years of industry experience. Loranger is an employee of The Patriot Financial Group, LLC. Their career trajectory has included roles at Massmutual Life Insurance Company, Mml Investors Services, Allstate Insurance Company, Securities America, Inc, The Patriot Financial Group, LLC, The Patriot Financial Group Insurance Agency, LLC and Cetera Financial Specialists LLC. Loranger holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. The Patriot Financial Group, LLC is a firm operating out of Westborough, MA. The investment advisory business has offices in 36 locations and a total of 75 advisors. It has $2 billion in assets across its 5,972 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to one charities and foundations. Of its 5,972 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets. The Patriot Financial Group, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by The Patriot Financial Group, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$1,629,757,890
75
5,972
$272,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jon Loranger Work History
Jon has been registered as a financial advisor for 2 years.*
Cetera Financial Specialists LLC
The Patriot Financial Group, LLC
The Patriot Financial Group Insurance Agency, LLC
Allstate Insurance Company
Securities America, Inc
Massmutual Life Insurance Company
Mml Investors Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jon Loranger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Patriot Financial Group, LLC
Omaha, NE
Newfields, NH
Westborough, MA
Shrewsbury, MA
Shrewsbury, MA
Westborough, MA
Westborough, MA
Westborough, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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