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Jon Topolski profile image

Jon Topolski

Intro Book
Seasoned financial advisor delivering investment guidance and wealth management expertise.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Investment Advisory
  • Financial Advisory
  • Finance
  • Employee Benefits
  • Analysis
  • Show all
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Bio

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Jon Topolski is a seasoned financial professional with 14 years of experience in investment advisory, financial advisory, and wealth management. He has worked with various companies, including Vineyard Financial Group, First Allied Securities Inc., and UBS Financial Services, providing guidance on investment strategies, retirement planning, and employee benefits. As a President at Vineyard Financial Group, Jon educates clients on alternative financial options, outlines pros and cons, and creates a framework for achieving their long-term goals. He holds a BBA degree from Baylor University and is a Series 7 licensed investment professional.

Experience

  • Vineyard Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • Jan 2016 - Present

      I assist my clients to prioritize their long and short term financial goals. I educate them on the alternatives to aid them in acheiving those goals, outline the pros and cons of each alternative, and provide a framework to monitor their chosen path to ensure their continued progress towards acheiving their goals.Securities offered through First Allied Securities, Inc. a Registered Broker/Dealer, Member FINRA?SIPC. Advisory services offered through First Allied Advisory Services a Registered Investment Adviser.

    • Vice President- Texas Region
      • Aug 2009 - Dec 2015

      I assist my clients to prioritize their long and short term financial goals. I educate them on the alternatives to aid them in acheiving those goals, outline the pros and cons of each alternative, and provide a framework to monitor their chosen path to ensure their continued progress towards acheiving their goals.Securities offered through First Allied Securities, Inc. a Registered Broker/Dealer, Member FINRA?SIPC. Advisory services offered through First Allied Advisory Services a Registered Investment Adviser.

  • First Allied Securities Inc.
    • Financial Advisor
      • Aug 2009 - Present

      Securities offered through First Allied Securities, Inc., a registered Broker/Dealer, Member FINRA?SIPC. Adviosry services offered through First Allied Advisory Services a Registered Investment Adviser.

  • UBS Financial Services
    • Financial Advisor
      • Sep 2005 - Apr 2009

  • Houston Astros
    • Baseball Player
      • Jun 1999 - Apr 2005

      Six year minor league utility player peaking at Triple A New Orleans, LA, but spent a majority of my career with the Double A Round Rock Express.

Education

  • 1995 - 2000
    Baylor University
    BBA, Finance, Financial Services Planning

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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