Advisor at Flynn Financial, LLC
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.
Firm
Flynn Financial, LLC
Location
Blakely, PA 18447
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Jon Flynn is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Flynn Financial, LLC, a firm he has led since 2011, and has also been associated with Securities America Advisors and Securities America, Inc. since 2000. Outside of financial advising, Flynn co-owns a life insurance business with his wife and serves as president of an LLC that owns an office building. Flynn Financial, LLC advises individuals, high-net-worth clients, and small businesses on retirement plan design and administration. The firm provides portfolio management and comprehensive financial planning, tailoring strategies to clients’ goals and risk profiles through a variety of investment techniques and both discretionary and non-discretionary management arrangements.
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
2812 Scranton Carbondale Highway, Suite 100
Blakely, PA 18447
Florida · New Jersey · Pennsylvania
Flynn Financial, Llc (157882)
2011 - Present (15 years)
Securities America Advisors
2000 - Present (26 years)
Securities America, Inc.
2000 - Present (26 years)
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.
Series 63, Series 65
Scranton, PA
Northeast Advisory Group, LLC
CFP®, Series 63, Series 65
West Pittston, PA
Park Lane Financial Group LLC
Series 65
West Pittston, PA
Park Lane Financial Group LLC
Series 63, Series 65
Clark's Summit, PA
1st Financial Investment, Inc.
Series 63, Series 65
Scranton, PA
Northeast Advisory Group, LLC
Series 63, Series 65
Scranton, PA
Capital Wealth Investments
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