Profilo
Mr. Jon F.
Larson is Financial Advisor at Allen & Co. of Florida, Inc.
Mr. Larson joined Allen & Co. in November 2002.
He is a tax, investment, and personal trust professional with several years of experience most recently having served the Lakeland community as Senior Trust Officer in one of Polk County's largest financial institutions.
As an active and respected member of the community, he served as the 2003-2004 President of the Lakeland Rotary Club.
He is a member of the LRMC Foundation Board of Professional Advisors, Leadership Lakeland Class XX, and the Leadership Lakeland Alumni Association.
Mr. Larson completed his undergraduate studies at the University of Maryland (BA Psychology) and later graduated from the ABA National Graduate Trust School held at Northwestern University.
He holds Series 7 and Series 66 securities licenses as well as being licensed in Life, Health and Variable Annuities.
He also earned the tax and trust professional designations of EA (Enrolled to Practice before the IRS) and Certified Financial Services Counselor.
Precedenti posizioni note di Jon Fred Larson
Società | Posizione | Fine |
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Allen & Company of Florida LLC
Allen & Company of Florida LLC Investment ManagersFinance Allen & Co. of Florida LLC (Allen & Co.) is an investment advisory firm headquartered in Lakeland, Florida. The firm was founded by George O. Craig and J. Everett Allen in 1932 as Craig-Allen Co. They are an indirect wholly-owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA). Allen & Co. manages the assets of individual and institutional clients. | Corporate Officer/Principal | 01/07/2013 |
Formazione di Jon Fred Larson
University of Maryland | Undergraduate Degree |
Northwestern University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Allen & Company of Florida LLC
Allen & Company of Florida LLC Investment ManagersFinance Allen & Co. of Florida LLC (Allen & Co.) is an investment advisory firm headquartered in Lakeland, Florida. The firm was founded by George O. Craig and J. Everett Allen in 1932 as Craig-Allen Co. They are an indirect wholly-owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA). Allen & Co. manages the assets of individual and institutional clients. | Finance |
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- Jon Fred Larson