About Us

Jon Frydman is an Investment Advisor Representative, at Frydman Asset Management. Since 1990, we focus on the financial needs of individual, families and business throughout our community.

As an Investment Advisor Representative, Jon is qualified to address the diverse needs of individuals.

He provides recommendations for asset allocation, retirement, wealth accumulation, funding for education and life and long-term care insurance through client needs analysis.

He works closely with business owners, executive teams and their advisors to help them realize their financial goals. Jon is grateful to all those 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

 

 

Kate Milojkovic supports Frydman Asset Management by helping ensure the practice operates with precision, organization, and a high standard of client service. She contributes to the day-to-day coordination of administrative processes and client support, bringing discretion, reliability, and strong attention to detail.

Kate studied at the University of Montana and Oakton Community College, earning academic recognition on the President's Honor List with a 4.0 GPA. She is actively involved in her community as a PTA board member and speaks English, Serbian and Czech. Kate also maintains an active photography practice, where she works on creative projects in her own time. Outside of work, she enjoys long walks, traveling, art galleries, concerts and reading.