Jon Dewar

Jon Dewar, President
LPL Financial Advisor, MBA

Jon Dewar founded LLG Financial with partners seven years ago with the passionate idea that wealth management and financial planning advice must be unbiased and must only be given after thoroughly understanding client's goals, concerns, and dreams. Jon provides customized financial planning and educational presentations to help clients maximize their retirement. Like the rest of his advisory team, he studies a client's whole situation before offering unbiased solutions from the top financial companies in the marketplace.

Jon is an LPL Investment Advisor Representative (IAR) 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 for up to one hour to anyone wanting some complimentary initial direction to improve their financial situation. He has over thirteen years of experience in providing financial advice to clients, and was previously a District Leader at GE Financial Advisors and a Vice President of Wachovia Bank.  At LPL Financial in 2009 Jon was given the Director's Club award, his third award for Outstanding Client Service.

He 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 MDRT, a designation placing him among the top performers of the financial services industry. Jon is the LPL Branch Manager in the Raleigh office of LPL Financial holding a Series 24 securities registration as a General Securities Principal, and in addition to wealth management he is also licensed to provide life insurance, annuities, disability, health, and long-term care insurance.

Securities, fee-based, and asset management services offered through LPL Financial, member FINRA/ SIPC, America's No. 1 independent brokerage firm.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on revenues, as reported by Financial Planning magazine, June 1996-2009.

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: Alabama, Arkansas, California, Colorado, Florida, Iowa, Indiana, Massachusetts, North Carolina, New Jersey, New York, Ohio, South Carolina, and Virginia.

LLG Financial Wealth Management & Planning is independent of LPL Financial.