Jon Shore, CFP®, BFA™, CEPA®
CEO, Partner, Financial Advisor
Why We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Your Personal Advisor Team Resources
| Individual / Entity | Description | Importance |
Osaic Wealth Inc. – Broker Dealer | The second largest independent wealth management company. Osaic has headquarters in seven states and financial professionals in all 50. Over $500 billion in assets under management, over 11,000 financial advisors, and over 2,000 employees. | Large reputable wealth management firm providing clients with peace of mind |
Pershing LLC – Custodian | Pershing is the world’s largest custodian and one of the world’s leading investment services groups within excess of $35 trillion in assets under custody and administration. In addition to being the largest, they have a 230+ year history and is the oldest financial institution in the United States. | Key for safeguarding clients’ assets and providing accurate and timely recordkeeping |
Innovative Financial Group | The largest Office of Supervisory Jurisdiction at Osaic Wealth conducting supervisory responsibilities for financial advisors and branch offices. | Crucial to ensure clients receive fair and compliant financial services |
Premier Trust | As an Osaic Wealth Trust company we help individuals and families administer their trusts objectively and professionally. Premier Trust is a Nevada chartered trust administration firm that works with financial professionals, attorneys, CPAs, and their clients across the United States to provide personalized trust administration services. | Large corporate trust service that can confidently navigate unique trust situations |
Highland Capital Brokerage | As an added service at Osaic, Highland Capital provides solutions for all insurance needs. Whether it is life, health, long term care, or annuities. In addition, Highland Capital can create specialized insurance services for businesses and high net worth individuals. | Crucial for asset protection |
