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Jon Marvin Fletcher

Advisor at Money Concepts Capital Corp — Jacksonville, FL

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

40 years

Location

Jacksonville, FL

Money Concepts Capital Corp logo

Money Concepts Capital Corp

Enterprise

Total advisors

393

Across 236 offices

Clients per advisor

43 Low

Avg AUM per client

$237,847 Low

HNW client ratio

3% Low

About

Jon Fletcher is a financial advisor with Money Concepts Capital Corp in Jacksonville, FL, holding Series 63, 65, and 66 licenses and having 40 years of industry experience. His prior roles include positions at Eagle Strategies, NYLife Securities LLC, New York Life Insurance Co, and Ausdal Financial Partners. Outside of financial advising, he is a 50% owner of a family-run fast-service bagel business in Jacksonville. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers to manage approximately $3.33 billion across about 14,700 clients.

Client services

Based on Money Concepts Capital Corp

Financial planning Portfolio management General consulting services

Expertise

Based on Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Money Concepts Capital Corp

Retired Founder/Business Owner Executive

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Fee options

Percentage

$10,000 - $999,999: 0.8125% annually (0.203125% quarterly) GPS Program typical fee is 2.5% annually but varies; GPS - Retirement Plan Network 1.3% annually $1,000,000 - $2,999,999: 0.625% annually (0.15625% quarterly) typical GPS Program fee; GPS - Retirement Plan Network 1.3% annually $3,000,000 - $4,999,999: 0.5625% annually (0.140625% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $5,000,000 - $9,999,999: 0.475% annually (0.11875% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000,000+: 0.375% annually (0.09375% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000 - $49,999: 1.8% annually (0.45% quarterly) Managed Allocation Program $50,000 - $99,999: 1.6% annually (0.4% quarterly) Managed Allocation Program $100,000 - $499,999: 1.5% annually (0.375% quarterly) Managed Allocation Program $500,000 - $999,999: 1.25% annually (0.3125% quarterly) Managed Allocation Program $1,000,000+: 1.0% annually (0.25% quarterly) Managed Allocation Program $10,000 - $999,999: 1.3% annually (0.325% quarterly) MAP Advisor Assisted Program and World Class Pension Program $1,000,000 - $2,999,999: 1.0% annually (0.25% quarterly) MAP Advisor Assisted Program and World Class Pension Program $3,000,000 - $4,999,999: 0.9% annually (0.225% quarterly) MAP Advisor Assisted Program and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) MAP Advisor Assisted Program and World Class Pension Program $10,000,000+: 0.6% annually (0.15% quarterly) MAP Advisor Assisted Program and World Class Pension Program

Commissions

Commission-based compensation from sale of securities and insurance products as registered broker-dealer and insurance agency

Project-based

Consulting fees negotiated client-by-client; not to exceed $450/hour

Other

Account minimum: $10,000 Minimum fee: Minimum quarterly fee of $62.50 for GPS Program; minimum quarterly financial planning fee ranging from $250 to $1,000 depending on program Fee-only: Financial planning fees negotiated client-by-client; minimum quarterly fee $250-$1,000

Location

See office

Jacksonville, FL

Jacksonville FL

Advisors at this office

1

Most active in

Florida

Work history

40 years of industry experience

Money Concepts Capital Corp

2024 - Present • 2 years

Palm Beach Gardens, FL

Eagle Strategies LLC

2022 - 2024 • 2 years

Jacksonville, FL

NYLIFE Securities LLc

2022 - 2024 • 2 years

Jacksonville, FL

New York Life Insurance co

2022 - 2024 • 2 years

Jacksonville, FL

Ausdal Financial Partners, INC

2017 - 2021 • 4 years

Davenport, IA

Money Concepts Capital Corp

2012 - 2017 • 5 years

Palm Beach Gardens, FL

Fletcher Asset Management, Inc.

2008 - 2012 • 4 years

Geneva, IL

Forte Wealth Management, LLC

2004 - 2005 • 1 year

Geneva, IL

B. Riley Wealth Management

2003 - 2008 • 5 years

Geneva, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Luciano D

Series 65, Series 66

Jacksonville, FL

Sardona Global Advisors LLC

Luciano Duque is a financial advisor at Sardona Global Advisors LLC with Series 65 and Series 66 credentials and four years of industry experience. His work history includes roles at Securitize Markets, LLC, Solomon Capital Management, SW Financial, and Morgan Stanley, among others. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, institutional clients, and high-net-worth individuals. The firm employs a multi-asset, multi-manager approach, conducting due diligence on sub-advisers while managing portions of client assets directly, and offers additional services such as private fund administration and corporate management.

Private / alternative investments Multi-state taxation Real estate investing
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Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.

Active portfolio management
user avatar

Mario P

CFP®, Series 66

Jacksonville, FL

Toams Financial

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

ESG / Sustainable investing
user avatar

Grysko J

Series 65

Jacksonville Beach, FL

Ascend Wealth Advisors, LLC

James Grysko is a financial advisor at Ascend Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Swindell Bohn Durden & Phillips PL and PGA TOUR, Inc. Ascend Wealth Advisors provides investment supervisory services primarily to institutional and pooled-plan clients, employing a value-driven, fundamental investment approach that emphasizes companies with strong balance sheets, steady earnings, and dividend histories. The firm also offers investor education seminars and operates under an affiliation with a public accounting firm and a third-party money manager through a fee-sharing arrangement.

Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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