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Today's Date:
Wednesday, November 30, 2022
Home of the Retirement Geeks

Jon Dewar

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 studying 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. 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 2021, based on production and how successful advisors are in growing their business by delivering services and solutions to their clients, his ninth award for Outstanding Client Service. Jon has been a member of the Financial Planning Association (FPA). In 2011, Jon became a member of The Financial Services Institute (FSI), a non-profit working to ensure access to competent and affordable financial advice, products, and services delivered by independent advisors and financial firms. Jon was also accepted into LPL Financial's Retirement Plan Consulting Program (RPCP) as an experienced professional able to help guide the many aspects of a company's retirement plan.

Jon is a graduate of the MSM/MBA program at Georgia Tech in Atlanta and was Magna Cum Laude as an engineering grad at NC State.

Jon 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. Licensed to work with the leading financial companies, Jon provides clients with 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-plus years to his wife Debbie, a Human Resources attorney with SAS Institute. Jon has two wonderful daughters who add excitement to his life in many ways, primarily 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.

Disclaimer

Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
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2840 Plaza Place
Suite 206
Raleigh, NC 27612

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