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Jon Segal
from Krd Wealth Management, LLC
Jon Segal is a financial advisor based in Illinois, Schaumburg,
with 23 years of experience. Jon currently works for
Krd Wealth Management, LLC.
Jon maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jon Segal works at Krd Wealth Management, LLC
Krd Wealth Management, LLC is a financial advisory firm based in Schaumburg, Illinois. It currently has approximately $93,715,345 of assets under management and employs about 4 people. Krd Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor fees
Office location
1051 Perimeter Drive, 9th Floor, Schaumburg, Illinois, 60173
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