Jon Frydman is an Investment Advisor Representative at Frydman Asset Management, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

 

As an Investment Advisor Representative, Jon is uniquely qualified to address the diverse needs of high net-worth individuals.  He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to help them realize their financial goals.  Jon is grateful to all thsoe who entrust him with the personal details of their finances and who allow him to make a career of being their trusted advisor.

 

Personal Data

Jon resides in Deerfield with his family.  Since 1999, he is proud to be married to his wife Terri and to be the father of their two amazing sons. During his free time, Jon enjoys running and supporting his sons in various sporting activities.

 

Financial Solutions For Today. And Tomorrow.

  • Disability Income Insurance
  • Education Funding Options
  • Life Insurance
  • Long-Term Care Insurance
  • Investments
  • Retirement Accumulation Planning
  • IRAs, Roth IRAs
  • Pension or Qualified Plan Distributions
  • Retirement Plans, 401k, SEP, etc.
  • Tax Deferred Annuities
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck