Jon Walton
Jon Walton is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Chadds Ford, PA, with 42 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
260 Kennett Pike, Chadds Ford, PA, 19317
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 1994Other Business ActivitiesSells Insurance
Jon is a founding partner/CEO of Independence Wealth Advisors, Inc DBA Independence Wealth Services, spending all of his time there. He also sells fixed insurance and dedicates about 10-20% of his time to this activity, and owns 987.1 Cayman LLC, an entity involved in car ownership.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Princor Financial Services CorporationBroker
Princor Financial Services Corporation
1717 Capital Management Company
1717 Capital Management CompanyBroker
Washington Square Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.