Jon
Ewing

National Wealth Management Group, LLC

CRD#2283838
Investment Advisor
in Cincinnati, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jon Ewing is a financial advisor based in Cincinnati, Ohio, working with National Wealth Management Group, LLC. Jon has previously held positions at Metropolitan Life Insurance Company, Metlife Securities Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, National Wealth Management Group, LLC, and Lpl Financial LLC. Jon has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Jon is part of National Wealth Management Group, LLC, which operates out of Cincinnati, Ohio. The firm has 7 offices and 19 employees. The firm manages assets totaling $296.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at National Wealth Management Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11260 Chester Road Suite 250
Cincinnati, OH 45246-0002

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

National Wealth Management Group, LLC Brokerage Details

Total Assets Under Management

$296,852,355

OH Average: $2,106,341,625
Total Number of Employees

19

OH Average: 34
Total Number of Accounts

2,242

OH Average: 1,972
Average Account Size

$132,405

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jon Ewing Work History

2022 - Present (2 years)

National Wealth Management Group, LLC

2022 - Present (2 years)

Lpl Financial LLC

2017 - 2022 (5 years)

Mml Investors Services, LLC

2016 - 2022 (6 years)

Massmutual Life Insurance Company

1998 - 2017 (19 years)

Metropolitan Life Insurance Company

1998 - 2017 (19 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Jon Ewing 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 National Wealth Management Group, LLC

Noah Henson
Cincinnati, OH
Brent Gargano
Cincinatti, OH
Benjamin Jones
Cincinnati, OH
Donald Bateman
Cincinnati, OH
Richard Moss
Indianapolis, IN
Joseph Fink
Cincinnati, OH
Lisa Gerardi
Cincinnati, OH
Katherine Petrelli
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started