About Us

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.

 

Professional Registrations & Licenses

  • Certification in Long-Term Care (CLTC®)
  • Series 6 Investment Company Products/Variable Contracts Examination
  • Series 65 Uniform Investment Adviser Law Examination
  • Series 63 Uniform Securities Agent State Law Examination

 

Personal Data

Jon lives in Deerfield, Illinois with his wife, Terri. Together they have raised two boys, Josh and Jonah. In his spare time, Jon enjoys Tabata workouts, running, and reading.

 

Jon's Guiding Principles

Jon's  guiding principles help him with the foundation of his business to stay on course with the people he sees and speaks with every day.

Integrity - the quality of being honest and having strong moral principles; moral uprightness

Honesty - fairness and straightforwardness of conduct

Commitment - the state or quality of being dedicated to a cause, activity, etc..

Respect - full of, characterized by, or showing politeness or deference

Loyalty - a strong feeling of support or allegiance

 

Cahmann's Current Events Round Table

Aired Tuesday, December 6, 2011

 


Dori Schneider

ADMINISTATIVE ASSISTANT

(847) 698-4840 ext. 101

dori@frydmanmgmt.com

Dori is vital to helping make sure each of our clients receives the individualized attention they deserve in the timely manner they need.  Dori serves at the front line of our practice to make sure your experience is always a positive one. As an Administrative Assistant, Dori is readily available to assist you in scheduling appointments or answering any non-investment related questions or service needs you may have.