Jon  Wax,  CFP<sup>&reg;</sup> - Financial Advisor

Jon Wax, CFP®

Chief Executive Officer

Waller & Wax Advisors Inc

100 N Tampa St, Ste 2150
Tampa, FL 33602
FINANCIAL ADVISOR'S WEBSITE
(813) 221-1956

General

Jon Wax is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waller & Wax Advisors Inc in Tampa, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Waller & Wax Advisors, Inc. and Raymond James Financial Services Advisors, Inc. Waller & Wax Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Estate Planning, Getting Divorced, Insurance, Life Planning, Retirement, Sudden Wealth

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