Jon Thomas Flynn Sr.
Advisor at Flynn Financial, LLC — Blakely, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
26 years
Location
Blakely, PA 18447
Flynn Financial, LLC
Independent
Total advisors
1Clients per advisor
141 Very HighAvg AUM per client
$526,210 TypicalHNW client ratio
13% TypicalJon Flynn Sr. is a financial advisor with Flynn Financial, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Flynn Financial since 2011. Outside of his advisory work, he is co-owner of a life insurance business with his wife and serves as president of an LLC that owns his office building. Flynn Financial provides investment advisory and financial planning services to individuals and small businesses, including those sponsoring retirement plans. The firm constructs customized portfolios using a variety of analytical methods and manages accounts with strategies tailored to tax sensitivity, liquidity, and income needs.
Based on Flynn Financial, LLC
Based on Flynn Financial, LLC
Flat fees from $1,000 to $10,000 for financial planning projects
$0 - $100,000: 0.95% $100,000 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Commission-based compensation earned by licensed insurance agents for selling insurance products
Up to $250 per hour for financial planning services
Fee-only: Hourly fees up to $250/hour; Flat fees range from $1,000 to $10,000 for financial planning
Blakely, PA
2812 Scranton Carbondale Highway, Suite 100
Blakely PA 18447
Advisors at this office
1
Florida · New Jersey · Pennsylvania
26 years of industry experience
Flynn Financial, Llc (157882)
2011 - Present • 15 years
Eynon, PA
Securities America Advisors, Inc.
2000 - 2011 • 11 years
PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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