Lon K. Jury,  CFP<sup>&reg;</sup> - Financial Advisor

Lon K. Jury, CFP®

ChFC, CLU

Ameriprise Financial

1717 Lititz Pike
Lancaster, PA 17601

Ameriprise Financial

19 Waln Street
Wellsboro, PA 16901
(717) 431-2996

General

Lon Jury is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Lancaster, PA and the surrounding communities.

Financial Advisor Overview

 CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
•APMA® Accredited Portfolio Management Advisor?
• AAMS® Accredited Asset Management Specialist?
• ChFC® Chartered Financial Consultant®
• CLU® Chartered Life Underwriter®
• CRPC® Chartered Retirement Planning Counselor?
• CFS® Certified Fund Specialist

More

Financial Advisor Experience

 Financial Advisor with Ameriprise Financial Services, Inc. since 1986.
 
Ameriprise Circle of Success
National Association of Insurance and Financial Advisors
Million Dollar Roundtable
 
 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: PA
  • Fixed annuities: PA
  • Variable annuities: PA

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement

More

Helpful Financial Planning Resources