professional profile
Jason A Mcglone, CFP
Overview
Jason A Mcglone is an insurance agent and an investment adviser representative based in Appleton, WI, with 28 years in the industry.
- Years in the industry
- 28
- States licensed
- 1
- States registered
- 2
- Carrier appointments
- 5
Contact
3 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Mcglone Suttner Wealth Management, Inc.Current firm
Employment history since 2007
Carriers
5 active carrier appointments
Book and practice
Firm assets under management on file
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