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Jon P

Series 65

Franklin, TN

OneAscent Financial Services LLC

Jon Pourchot is a financial advisor at OneAscent Financial Services LLC with one year of industry experience and holds a Series 65 designation. His prior experience includes roles at Financial Strategies Group LLC, the Tennessee Department of Treasury, Poplar Heights Baptist Church, and Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various model-based platforms.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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