Jon Dewar brought together his team of LPL Financial Advisors and "RetirementGeeks" partners in 2003 with the passionate idea that wealth management, insurance, and retirement planning advice must be objective and must only be given after thoroughly understanding a client's goals, concerns, and dreams. Jon provides customized financial planning and educational presentations that strive to help clients maximize their retirement, protect what they have so far, and move up the “7 Levels of Retirement Planning”. Like the rest of his advisory team, he is a self-described Retirement Geek, and studies a client's whole situation before offering objective strategies from all the leading financial companies in the marketplace.
Jon's advice has been featured on local news shows like Fox, CBS, and NBC, and in national trade magazines and he is a sought after speaker on the subject of retirement planning.
Jon is an Investment Advisor Representative (IAR) through LPL Financial, a registered investment advisor which allows him to provide fee-based asset management, hourly financial advice or a financial plan for clients to implement on their own. Jon makes himself available to anyone wanting some complimentary initial direction to improve their financial situation, and in each meeting he shares up-to-date ideas and strategies based on your goals and the "Five Fundamentals of Financial Fitness".
Jon has over twenty years of experience in providing financial advice to clients. He was previously a District Leader at GE Financial Advisors and a Vice President of Wachovia Bank. LPL Financial has awarded Jon Dewar the Director's Club prestigious recognition in 2019, which is based on production and how successful advisors are in growing their business by delivering services and solutions to their clients, his seventh award for Outstanding Client Service. Jon has been a member of the Financial Planning Association (FPA) and in 2011, Jon became a member of The Financial Services Institute (FSI), a non-profit working to ensure that all have access to competent and affordable financial advice, products, and services delivered by independent advisors and financial firms. Recently Jon also was accepted into LPL Financial's Retirement Plan Consulting Program (RPCP) as an experienced professional with the ability to help provide guidance regarding many aspects of a company's retirement plan.
Jon earned his MSM/MBA at Georgia Tech in Atlanta, was Magna Cum Laude as an engineering grad at NC State, and has been a member of MENSA® (the High IQ Society) and Million Dollar Round Table (MDRT), a distinction placing him among the top performers of the financial services industry based on production, exceptional professional knowledge, expertise and client service. Jon is the LPL Branch Manager in the Raleigh office location of LPL Financial where he holds his Series 24 securities registration as the General Securities Principal. In addition to wealth management, Jon is also licensed to work with the leading financial companies to provide clients life insurance, annuities, disability, health, and long-term care insurance. He also has a thorough knowledge of company 401k/retirement plans and cutting-edge retirement planning software such as WealthVision by eMoney.
On a personal note, Jon has been married for twenty years to his wife Debbie, a Human Resources attorney with SAS Institute, and has two wonderful daughters who add excitement to his life in many ways especially through the YMCA's Y-Princesses program where Jon has been the chief and CASL soccer where Jon has been a coach. Jon teaches financial planning and "Success Skills" to high school students through Junior Achievement and is an active Executive Board Member and Heritage Society Member of Junior Achievement.