Broker Check
Jon P. LaFramboise*, CLU®

Jon P. LaFramboise*, CLU®

Investment Advisor Representative

My father has been a stock broker for over 35 years, and as a five year old child, I grew up playing "stock broker" in my parents basement with my two younger brothers.  I'm living my dream and working in a career I enjoy.  I grew up in Columbus, OH, attended St. Andrew grade school, Bishop Watterson High School, and The Ohio State University Fisher College of Business.

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I am dedicated to helping individuals and business owners find answers they are looking for when it comes to accumlating, investments, and planning retirement income.  
 
Together, we look at some of the choices a person can make when deciding how to create retirement income.  Then we look at the pros and cons of these decisions.  
 
My job is to help you become aware of the different methods of funding retirement, investing, and spending money.
 
I believe once a person has a grounded understanding of how retirement income streams work, they tend to feel much more confident with the financial planning decisions they make.  This knowledge can help clients understand what products they prefer to use and how a particular product or strategy helps them achieve their goals in a way they prefer!
 
Since there is more then one right answer when it comes to implementing a financial plan, I feel it's important that the client decides for themselves what choices are in their best interest.  
 
 

Knights of Columbus, Chapter Knight of the Year, 2006

Top Wealth Managers in Columbus, Columbus Monthly, November 2013

OneAmerica Leaders Club 2014

Services:

  • income protection
  • business strategies
  • retirement preparedness
  • annuities
  • investments
  • stocks
  • life and disability insurance
  • charitable giving
  • retirement income strategies
  • long term care planning

Professional Affiliations

  • Society of Financial Services Professionals
  • The Professional Advisors Group, The Catholic Foundation
  • The Pataskala Chamber of Commerce
  • The New Albany Chamber of Commerce
  • The Columbus Chamber of Commerce
  • The Franklin County Taskforce on Aging

Securities Registered:

FINRA Series 7
Investment Advisor

Insurance License:

OH: 654909
FL: P108473