Jon
Fletcher
Spc
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About this Advisor
Jon Fletcher is a financial advisor operating out of Austin, Texas with 6 years of relevant experience. Fletcher is an employee of Spc. During their career, Fletcher has held roles at Ameriprise Financial Services Inc, Wfg Invesetments Inc, Prime Wealth Strategies, Spc and Sigma Financial Corporation. Fletcher has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in California, Colorado, Louisiana, Minnesota and Texas. Spc is a financial advisory company operating out of Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 advisors. It oversees $6 billion in total assets between its 34,594 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 20 charitable organizations. Of its 34,594 customer accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a number of services, such as 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. A financial advisor's fee schedules largely depend on which service is offered. Fee types charged by Spc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
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 Fletcher Work History
Jon has been registered as a financial advisor for 6 years.*
Spc
Sigma Financial Corporation
Prime Wealth Strategies
Wfg Invesetments Inc
Ameriprise Financial Services Inc
*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 Fletcher 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 Spc
Fort Lauderdale, FL
Ann Arbor, MI
Ann Arbor, MI
Madison, MS
Ann Arbor, MI
Colorado Springs, CO
Englewood, CO
Mansfield, TX
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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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.
