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, and executives define and articulate their financial objectives, develop strategies to work towards specific benchmarks, and focus on the core components of risk management relative to their financial strategy.

His interaction has been critical in helping clients identify and overcome financial challenges and create investment strategies congruent with client/industry specific needs. 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.

Jon can help his clients with:

  •   Comprehensive Fee-based Financial Planning
  •   Financial Risk Management, Asset Protection, and Liability Protection
  •   Debt Management
  •   Wealth Accumulation
  •   Tax-Favored Investment Strategies*
  •   Estate Planning*
  •   Benefits Management
  •   Business Continuity and Exit Strategies

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

Jon participates and volunteers in numerous organizations including the Financial Planning Association, Coastal Conservation Association of South Carolina, NRA, Ducks Unlimited East of the Cooper, South Carolina Kids Chance, Special Olympics, and Habitat for Humanity. He also spends a substantial amount of 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.

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

*Commonwealth does not provide specific tax advice.  You should consult a tax advisor regarding your individual tax situation.