Jon Mccardle is a registered investment advisor, based in Lafayette, IN, with 24 years of industry experience.
Location
310 Ferry Street, Lafayette, IN, 47901
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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 is an insurance agent and financial advisor for Summit Retirement Advisors, LLC and Summit Financial Group of Indiana (SFGI, INC), providing financial and insurance services full-time. He also serves as President of Hardwork, LLC, a holding company for real estate, dedicating minimal time to this.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations12 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.