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Jon Dewar, President
LPL Financial Advisor, MBA
Jon Dewar founded LLG Financial Wealth Management & Planning with partners nine years ago with the passionate idea that wealth management and retirement planning advice must be unbiased and must only be given after thoroughly understanding a client's goals, concerns, and dreams. Jon provides customized financial planning and educational presentations to help clients maximize their retirement 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 unbiased solutions from all 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, 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 fifteen years of experience in providing financial advice to clients (the youngster on his team of five partners). He was previously a District Leader at GE Financial Advisors and a Vice President of Wachovia Bank, now Wells Fargo. At LPL Financial in 2010 Jon was given the Director's Club award, his fourth award for Outstanding Client Service. 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.
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 exceptional professional knowledge, expertise and client service. Jon is the LPL Branch Manager in the Raleigh office of LPL Financial through which his Series 24 securities registration as the General Securities Principal is held. In addition to wealth management, Jon is also licensed to work with the top financial companies to provide clients life insurance, annuities, disability, health, and long-term care insurance. He also has a thorough knowledge of company retirement plans and cutting-edge retirement planning software such as WealthVision by eMoney.
On a personal note, Jon has been married for 16 years to his wife Debbie, an 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 and CASL soccer where Jon is 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.
Lastly in 2011, Jon became the "Head Geek" at RetirementGeeks.com, a retirement planning network of independent professionals Jon launched to put a fun name on the serious subject of retirement planning.