Jon Tanner (CRD# 1895039) is an Investment Advisor Representative working at Summit Advisory Solutions, Ltd. in Highland, NY and has over 35 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Advisory Solutions, Ltd. | Poughkeepsie, NY | Mar 2004 - Current | 20 |
| Securities Service Network, Inc. | Poughkeepsie, NY | Mar 2002 - Current | 22 |
| Mcdonald & Mcdonald, Inc. | Newburgh, NY | Jan 2000 - Current | 24 |
| Summit Advisory Solutions | Poughkeepsie, NY | Jan 1998 - Current | 26 |
| Summit Financial Group | Poughkeepsie, NY | Jun 1997 - Current | 26 |
| Mcdonald & Mcdonald, Inc. | Newburgh, NY | Jun 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management9MILLIONS
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Total Number of Accounts34ACCOUNTS
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Average Account Value$259,481
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
NY
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