Education:
West Virginia Unversity, BS Marketing and Finance

Licensing:
FINRA Series 6,7,63,65

Areas of Practice:
Portfolio Management
Financial Planning
Individual Consulting
Business Consulting
Medical Professionals
 

Affiliations:
Financial Planning Association
Coastal Conservation Association of SC
NRA
Ducks Unlimited East Cooper
South Carolina Kids Chance
Special Olympics
Habitat for Humanity
Commonwealth Cares
 

 

Jon Carroll
Financial Advisor

jon.carroll@commonwealthfg.com
Tel: (843)884-4545
Fax: (843)884-4514
 

Jon Carroll is a Financial Advisor for Commonwealth Financial Group based in Charleston, SC. Jon specializes in helping physicians*, business owners, executives, and families in financial transition define and articulate their financial objectives, develop strategies that work towards specific and measureable benchmarks, and translating data into practical application utilizing cutting-edge technologies and platforms.

Jon is able to offer both advice and implementation of strategies by providing access to a wide range of competitive financial products and services all based on an independent platform. Since 2007 Jon has been working with clients in the areas of:

·         Comprehensive Fee-Based Financial Planning

·         Wealth Accumulation / Tax-Favored Investment Strategies**

·         Business Continuity and Exit Strategies

·         Retirement Planning / Fixed Income Strategies

·         Risk Management, Asset Protection, and Liability Protection

·         Long Term Care Planning

·         Estate Planning**/Gifting Strategies 

Jon received a Bachelor of Science degree in Business Administration with a major in Marketing and Finance from West Virginia University. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. His educational and industry background includes FINRA Series 7, Series 6, Series 63, Series 65 registrations, as well as life, accident and health insurance licenses.

In addition, Jon spends a considerable amount of his time with resident and fellow physicians at MUSC and other teaching hospitals educating them on the unique financial challenges they may face during their transition from training into practice. He also serves as an instructor through the adult curriculum programs at various Colleges throughout South Carolina and Georgia teaching Retirement Planning courses.

Jon volunteers and participates in numerous organizations including Commonwealth CARES, CCA of South Carolina, NRA, Ducks Unlimited East of the Cooper, South Carolina Kids Chance, and One World Health.

Commonwealth Financial Group is an independent financial planning firm with a vision to reshape the look of traditional financial services and a mission to positively impact the lives of the individuals, the families, and the businesses in which it works. Commonwealth is committed to protecting client privacy, utilizing efficient and effective processes and procedures, and leveraging collaborative expertise to deliver advice tailored to your situation.

Jon and his wife Jessie live in Charleston, SC. He’s an avid outdoorsman, angler, and enjoys travel and spending time with family and friends.

 **This should not be considered as tax or legal advice.  Consult a qualified tax and/or legal professional regarding your individual situation. DOFU 2-6-18 2019536

*In-Practice Physicians By Referral Only