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Lon M Jefferies

No Current Employment Listed

Sandy

UT

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Other

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Net Worth Advisory Group 9 years, 2 months May 2008 - Present
Integrity Promotional Group 6 years, 4 months Jan 2002 - May 2008

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Articles and Answers

Insights by Lon Jefferies

The Bucket Approach To Asset Allocation
Published 2014-10-02 11:52:05
The Rule of 72
Published 2014-10-02 11:47:54
Why You Should Read Your 401(k) Statement
Published 2014-10-02 11:44:19
Should You Own an Umbrella Insurance Policy?
Published 2014-10-02 11:40:53
Target Date Funds: Factors To Consider
Published 2014-10-02 11:38:55
What You Should Know About 401(k) Loans
Published 2014-10-02 11:37:08
Time To Run A Financial Fire Drill
Published 2014-10-02 11:13:32
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Will I be OK withdrawing from my Roth IRA after tax contributions, or could there be penalties/taxes to consider?
    Mike,I agree with Nathan on this issue. Assuming you rolled the after-tax contributions into a Roth IRA, you can access the entire account balance without penalties or taxes assuming the withdrawal is for the purchase of your first new home.However, if the distribution isn't directly used for the ...  (more)
    Answered Nov 2015
    HOW OLD DO I HAVE TO BE TO DRAW OUT MY 401K?
    Hi Robert,This is a very broad question, but I'll do my best.Technically, you can draw money out of your 401k at any time. However, be aware that if you withdraw money from your employer-sponsored retirement account before age 59.5, you may be subject to paying a 10% penalty for accessing your mon...  (more)
    Answered Nov 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
        Jan 21, 2016
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Nov. 10, 2016
        • $27.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 40
          number of clients
        • $675.0K
          Estimated Average Account Balance Per Client

      Fees

      There is no compensation data available to display at this time