Our Qualifications

Jon C. McAleney

Jon specializes in retirement income planning with over 27 years of experience and is the founder of McAleney Wealth Management, LLC. His expertise in retirement income solutions including risk management has helped clients enjoy their retirements.

Business Experience

Ameriprise Financial Services, Senior Financial Advisor

H & R Block Financial Advisors, Vice President of Investments

Janney Montgomery Scott, Senior Vice President

Education

BA - University of South Carolina - 1983

Licenses

General Securities Registered Representative (FINRA Series 7)

Uniform Securities Agent State Law (FINRA Series 63)

Uniform Investment Advisor Law (FINRA Series 65)

Life and Health Insurance Licesnes

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck