Emmaus, PA Chestnut St Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,562 offices

Location

3775 Chestnut St

Emmaus PA 18049

Advisors at this office

2

Advisors at this office

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Jon E

Series 66, Series 65

Emmaus, PA

OSAIC

Jon Ernst is a financial advisor with OSAIC who holds Series 65 and Series 66 credentials and has 23 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and at David A. Stortz & Associates, CPAs since 1994. Outside of his advisory roles, he serves as a committee member for St. Ann Church Finance Committee. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with various investment tools and platforms, offering portfolios managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ronald Y

Series 66, Series 65

Emmaus, PA

OSAIC

Ronald Yellets is a financial advisor with OSAIC, holding Series 65 and Series 66 credentials and over 25 years of industry experience. He previously worked at John Hancock Financial Services, Inc. for 18 years and has been associated with Royal Alliance Associates, Inc. since 2018. Outside of his advisory role, he is a CPA shareholder at Stortz and Associates, an accounting firm. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various platforms and asset-allocation tools to construct portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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