Jon McCardle, financial advisor Lafayette IN

Jon McCardle

CRD Number: 4369983
Current Firm: Regal Investment Advisors LLC

Jon McCardle (CRD# 4369983) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Lafayette, IN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Regulus Financial Group, LLC Kentwood, MI Jan 2015 - Current 9
Regal Investment Advisors, LLC Kentwood, MI Mar 2012 - Current 12
American Portfolios Financial Services Inc. Holbrook, NY Feb 2012 - Dec 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Sep 2001
Contact Info for Jon M. McCardle
Phone Number: 616-224-2204
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,043
    MILLIONS
  • Total Number of Accounts
    11,768
    ACCOUNTS
  • Average Account Value
    $173,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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