Jon Pitcock
Jon Pitcock is a ChFC-designated registered investment advisor at Spc, based in Deerfield Township, OH, with 29 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B 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 | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
3611 Socialville-Fosters Road, Deerfield Township, OH, 45040
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Jon is involved with Equity Financial Services Insurance Agency, selling life and fixed variable products. He is also a Regional Sales Director for Midland National Life.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
State Registrations3 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.