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Jon Iosso

  • Financial Advisor
  • Investment Advisor Representative

 

Book an Appointment 

As an Investment Advisor Representative, Jon acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence. 

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

  • Licensed to sell Life, Accident, Variable Annuities, and Health Insurance
  • Holds the Series 7 and 66 Securities Registrations
  • Graduated from the University of Delaware with a degree in Finance and Business Analytics

 

Personal

  • Currently resides in the Cranford, NJ
  • In his free time he enjoys playing basketball and golf as well as cheering on the Jets and Yankees

 

I am licensed and registered to offer products and services in NJ. Licenses may vary. Domiciled in NJ

Check the background of this registered representative on FINRA’s BrokerCheck  

Jon Iosso

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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