Jon Modelevsky
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jon Modelevsky was a registered financial professional .
Jon is a previously registered financial professional and started their career in finance in 2002. Jon had worked at 4 firms and has passed the Series 65, Series 63, Series 6, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 2, 2023 - October 17, 2025
AARP FINANCIAL, INC.
July 14, 2008 - October 11, 2010
AARP FINANCIAL
January 6, 2006 - October 6, 2010
ALPS DISTRIBUTORS, INC.
August 7, 2002 - November 30, 2005
MFS FUND DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AARP FINANCIAL, INC.
CRD#: 316492 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
