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Jon Anthony Hoyle

No Current Employment Listed

Charlotte

NC

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Securities America, Inc. 1 year, 6 months Oct 2018 - Present
Oneamerica Securities 1 year Oct 2017 - Oct 2018
American United Life 1 year, 1 month Sep 2017 - Oct 2018
Voya Financial Advisors, Inc. 2 years, 1 month Sep 2015 - Oct 2017
Southeast Investments, N.C. Inc. 1 year, 6 months Feb 2014 - Aug 2015
Jon Hoyle Financial Services 5 years, 1 month Sep 2012 - Oct 2017
Pruco Securities, LLC. 2 years, 5 months Sep 2011 - Feb 2014
The Prudential Insurance Company of America 2 years, 5 months Sep 2011 - Feb 2014
Jos. A. Banks Clothiers 3 months Sep 2011 - Dec 2011
Senior Choice Insurance Group 2 years, 10 months Sep 2008 - Jul 2011

Designations & Memberships

  • Financial Services Institute
    Membership
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
  • National Association of Insurance and Financial Advisors
    Membership
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Articles and Answers

Insights by Jon Hoyle

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Answers

Ask a financial questionAsk a question
My brother's 401k was given to his wife of 3 years, is his biological daughter entitled to half?
To answer this question there are certain variables to put you in the right direction. I will do my best at answering them with the information you have provided. One of the most common financial planning mistakes is forgetting to change beneficiaries after a divorce or when someone remarries. It’s ...  (more)
Answered Aug 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 31, 2020
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Jan. 31, 2020
      • $20.3M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 232
        number of clients
      • $87.4K
        Estimated Average Account Balance Per Client

    Fees

    Types of Compensation Arrangements