Printer FriendlyJon Dewar
Jon Dewar, President
LPL Financial Advisor, MBA
Jon is one of the two founding partners for the Legacy Life Group. Jon provides customized financial planning and educational presentations to help clients maximize their retirement. He studies a client’s whole situation before offering solutions to financial goals and concerns.
Jon is an LPL Investment Advisor Representative (IAR) which allows him to provide fee-based asset management, hourly financial advice or a financial plan for clients to implement on their own. Jon makes himself available for up to one hour at no-charge to anyone wanting some initial direction to improve their financial situation. He has over ten years of experience in providing financial advice to clients, and was previously a District Leader at GE Financial Advisors and a Vice President of Wachovia Bank.
He earned his MSM/MBA at Georgia Tech in Atlanta, was Magna Cum Laude as an engineering grad at NC State, and has been a member of MENSA (the High IQ Society) and MDRT, a designation placing him among the top performers of the financial services industry. Jon is the LPL Branch Manager in the Raleigh office of LPL Financial holding a Series 24 securities registration as a General Securities Principal, and he is also licensed to provide life insurance, annuities, disability, health, and long-term care insurance. In 2008, Jon earned an award for “Outstanding Client Service” from LPL Financial.
Jon appreciates the testimonials and referrals he has received as he focuses on helping individuals maximize their happiness through sound financial planning. On a personal note, Jon has been married for 13 years to his wife Debbie, an attorney, and has two wonderful daughters who add excitement to his life. He teaches financial planning and “Success Skills” to high school students through Junior Achievement and is an active Board Member of Junior Achievement.