Jon Robertson's Location
South Carolina, United States
Jon Robertson's Education
- The University of Alabama School of Law
LL.M. in Taxation
2011 - 2013 - University of South Carolina Joseph F. Rice School of Law
JD (Law)
2004 - 2007 - Texas Tech University
BS (Personal Financial Planning)
2001 - 2004
Jon Robertson's Skills
- Wealth Management
- Investments
- Investment Advisory
- Financial Services
- Estate Planning
- Retirement Planning
- Retirement
- Series 7
- Investment Strategies
Jon Robertson's Summary
Jon Robertson, based in South Carolina, United States, is currently a Financial Advisor at Abacus Planning Group. Jon Robertson holds a 2011 - 2013 LL.M. in Taxation @ The University of Alabama School of Law. With a robust skill set that includes Wealth Management, Investments, Investment Advisory, Financial Services, Estate Planning and more, Jon Robertson contributes valuable insights to the industry. Jon Robertson has 1 email and 1 mobile phone number on RocketReach.
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ViewAnn Beckwith
Financial Planning Associate at Abacus Planning Group
Columbia, South Carolina, United States23 -
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