Jon Topolski is a CFP-designated registered investment advisor, based in Broken Arrow, OK, with 20 years of industry experience.
Location
3101 N Hemlock Circle, Suite 130, Broken Arrow, OK, 74012
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 is an independent insurance broker helping people find life insurance, dedicating about half his time to this. He also works as a baseball hitting instructor and is the President of Vineyard Financial Group, Inc., which involves insurance sales and rental income, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations22 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.