Jon Flynn is a CFP-designated registered investment advisor at Flynn Financial, LLC, based in Blakely, PA, with 25 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 141 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.95% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Account bundling is available for immediate family members residing at a common legal address.
Fee Estimator
Location
2812 Scranton Carbondale Highway, Suite 100, Blakely, PA, 18447
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon co-owns NEPA Life, a life insurance business, with his wife, spending minimal time on it. He also co-owns 5F Realty LLC with his wife, which owns an office building rented by Flynn Financial LLC, dedicating a few hours per week.
Employment History
Current Registrations
Flynn Financial, LLC
Previous Registrations
Securities America Advisors, INC.
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.