Broker Check
Jon Nielson, MHSA, CFP®, ChFC, CLU

Jon Nielson, MHSA, CFP®, ChFC, CLU

Jon loves to work with clients to build a successful retirement. Jon has been interested in investing since the age of 15 when he first read "The Richest Man in Babylon", by George Clason.  This simple book dispenses financial advice through a collection of parables. Since then, Jon has continued his curiosity in investing and building wealth.

In 1985, Jon married a young co-ed named Susie and over the next number of years raised three children, taught them financial principles, earned a Bachelors and Masters degree and has a granddaughter and grandson.   Lately Jon has been hiking with his kids and has already reached the top of Timpanogos and Deseret Peak.

Throughout his life Jon is always searching for a project.  He loves to read and then put what he's read into practice.  Jon built his own home in 1999, working nights and on weekends.  It took six months from digging the foundation to moving in.  Since then he's added a sewing room (who knew you needed an entire room just for sewing), a detached garage and a cabin (he even fell off the roof and broke his foot on that one).  Jon views investing much like building.  It starts with a good plan then takes skill, dedication, and a commitment to working hard to accomplish your goals.  

Degrees, etc.

Bachelor of Arts - Communications - Brigham Young University

Master of Health Services Administration, College of Business - Arizona State University

Certified Financial Planner - CFP®   

CFP® professionals must complete the following:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP® Board's studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor's Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP® Board's financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and agree to be bound by CFP® Board's Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
  • Educational Requirements:  Pass the comprehensive CFP® Certification Examination.
  • Cont. Ed: - 30 hours every two years, including two hours on the Code of Ethics.

Chartered Financial Consultant (ChFC)

  • The ChFC requires a course of study including insurance and financial strategies, income taxation, planning for retirement needs, investments, estate planning , trusts and planning for business owners and professionals.

Chartered Advisor for Senior Living (CASL)

  • The CASL requires a course of study including saving for retirement, structuring distributions from pensions (401k's, 403b's, IRA's & Social Security), planning for health and long-term needs and developing effective estate planning strategies.

Chartered Life Underwriter  (CLU)

  • The CLU requires a course of study including individual life insurance, life insurance law, estate planning and planning for business owners and professionals using life insurance concepts and strategies.

Series 7 License - General Securities licensed
Series 66 License - Series 7 & 66 licenses qualifies candidates as both securities agents and investment adviser representatives.

ADV Part 2B Brochure

 

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