Jon Ewing
Jon Ewing is a registered investment advisor at National Wealth Management Group, LLC, based in Cincinnati, OH, with 33 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.
Fee Estimator
Location
11260 Chester Road, Suite 250, Cincinnati, OH, 45246-0002
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business Activities
Jon provides investment advisory services through National Wealth Management Group, LLC, starting in 2022. He spends nearly full-time on this activity.
Employment History
Current Registrations
National Wealth Management Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Security First Financial, INC.Broker
State Registrations2 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.
Exams
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