WE LOOK FOR WAYS TO LEAVE LASTING IMPRESSIONS.
We look for ways to make a positive impact on the lives of our family, friends, clients and our
community. We seek to provide exceptional service to our clients by:
Listening and discovering their needs, concerns, goals & dreams Educating them on their options and providing advice in their best interest Respecting their assets and risk tolerance Providing thoughtful insight and solutions to their challenges Monitoring their progress Proactively communicating regularly with them
Helping our clients bring their personal and financial goals into focus is our mission. Helping them create and execute a plan to achieve those goals is our reward.
|Firm Start Year:||1986|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||Bleakley Financial Group|
|Number of Years with Current Firm:||26|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Long Term Care|
|Firm's Number of Clients:||25,000|
|Firm's Number of Planning Clients:||15,000|
|Firm's Number of Managed Clients:||15,000|
|Assets Managed by Firm:||$6,000,000,000|
|Assets Managed by Advisor:||$200,000,000|
University of Michigan-Ross School of Business - Ann Arbor, MI
Jon P. Betlow, Partner, CFP®, CLU®, ChFC®, CLTC®, states, "I am fortunate to be surrounded by a fantastic team here at Bleakley. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients."
Jon, who has 25+ years of experience, holds CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Certified Long-Term Care (CLTC®) designations. He also holds his Series 6, Series 7 and Series 63 licenses through LPL Financial. He received a Bachelor of Business Administration from the Ross School of Business @ The University of Michigan.
Jon enjoys playing golf and traveling with his wife and their two sons. He supports New Jersey SEEDS and is actively involved in supporting junior golf through the MGA Foundation as well as The First Tee organization.
Joshua Lewis Financial Advisor
Peggy Toron Administrative Assistant
|Mon.||8:30 AM - 6:00 PM|
|Tue.||8:30 AM - 6:00 PM|
|Wed.||8:30 AM - 6:00 PM|
|Thu.||8:30 AM - 6:00 PM|
|Fri.||8:30 AM - 6:00 PM|