Jon Carroll,
Field Director / Financial Advisor
With nearly 20 years of experience, Jon has helped clients successfully navigate their plans through multiple market cycles and economic conditions. Jon’s areas of practice include comprehensive fee-based financial planning, tax-favored investment strategies, asset protection, income optimization, business continuity and exit strategies, retirement and estate planning. He holds his FINRA Series 6, 7, 63 and 65 registrations.
Before joining the Commonwealth team, Jon attended West Virginia University, where he earned a BSBA (Bachelor of Science in Business Administration) in Marketing and a BSBA in Finance. Today, he leverages his extensive education and experience to lead clients through the financial aspects of various life and professional transitions.
For Jon, financial planning is about the clients he serves and fully embracing the fiduciary standard. Jon and his team are also committed to protecting client privacy and leveraging their collaborative expertise to deliver sound advice that is tailored to each client’s situation.