fbpx

Sign Up Today to Receive Our Newsletter!

Please note our privacy policies.

Please wait...

Thank you for signing up! We strive to deliver great content to you. -The Walkner Condon Team

Congratulations Jonathon!

Congratulations Jonathon!

Sep 5, 2018 | Announcements

We are thrilled to announce that Jonathon Jordan has earned the title of Partner at Walkner Condon Financial Advisors! He validated his partnership requirements in September and is an invaluable part of our team. We are always focused on ways to improve the client experience at Walkner Condon and feel that the addition of Jon to our leadership team continues that ambition. Please help all of us at Walkner Condon in congratulating Jon on this tremendous accomplishment.  

We are also excited to announce that we are in the process of being an SEC Registered firm.  Financial planning firms are either regulated by state governments or the Securities and Exchange Commission (SEC). However, once a firm’s assets under management reach $110 million, they are required to register with the SEC and are no longer regulated by the state. This is a major milestone in the life of our firm and can’t say thank you enough to our clients. The confidence and support of our clients will never cease to amaze us!  

Walkner Condon Financial Advisors is a registered investment advisor with the SEC and the opinions expressed by Walkner Condon Financial Advisors and its advisors in this piece are their own. Registration with the SEC does not imply a certain level of skill or training. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented in this piece is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information in this piece does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Readers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.