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JM
Jon Mooney
President at Mooney Wealth Management Inc
Financial planning expert with 45 years of experience in investment management and financial planning.
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Location
Newburgh, Indiana, United States, US
Skills
- Investment Management
- Estate Planning
- Financial Planning
- Finra Broker Dealer Compliance
- Financial Planning Author
- Show all
Bio
Generated by
Topline AI
Jon Mooney is a seasoned financial professional with 45 years of experience in investment management, estate planning, financial planning, and Finra Broker Dealer Compliance. He is a Certified Financial Planner and has led various companies, including Mooney Wealth Management Inc, First Securities Network Corporation, and First Financial Network Corporation.
As a financial planning author, Jon has provided asset management and financial planning services to individuals and companies. His expertise spans multiple industries and locations, including Newburgh, Indiana.
Experience
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President
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1979 - Present
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President
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1979 - Present
Providing asset management and Financial Planning to individuals and companies.
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President
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1987 - 2008
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President
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1982 - 2008
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Education
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1976 - 1979Indiana State University Evansville
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College for Financial Planning
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Management”
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