Jonathan P. Carroll
Financial Advisor
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Jon Carroll is a Financial Advisor for Commonwealth Financial Group based in Charleston, SC. Jon specializes in helping medical professionals and business owners define 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 medical professionals and business owners 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:
- Financial Risk Management, Asset Protection, and Liability Protection
- Comprehensive, Fee-Based Financial Planning
- Debt Management
- Wealth Accumulation Strategies
- Tax-Efficient Investment Strategies*
- Estate Planning*
- Benefits Management
- Business Continuity and Exit 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 Advisory Representative of Securian Financial Services, Inc. His industry background and involvement includes FINRA Series 6, Series 7, Series 63, Series 65, Life and Health licenses, and membership in the National Association of Insurance and Financial Advisors.
Jon lives in Charleston, SC where he enjoys participating in numerous organizations including BNI, Habitat for Humanity, Coastal Conservation Association, NRA, Ducks Unlimited, South Carolina Kids Chance, and Special Olympics. Jon is an avid outdoorsman 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 10/07/10 233168