Jon L. Ciecka
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 Lynn Ciecka was a registered financial professional .
Jon is a previously registered financial professional and started their career in finance in 1995. Jon had worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 28, 2022 - April 11, 2024
SAVANT WEALTH MANAGEMENT
February 10, 1998 - March 20, 2002
MUTUAL OF AMERICA SECURITIES LLC
July 24, 1995 - March 20, 2002
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
Primary Firm SEC Registration
SAVANT WEALTH MANAGEMENT
CRD#: 107271 / SEC#: 801-43144
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
SAVANT WEALTH MANAGEMENT
CRD#: 107271 / SEC#: 801-43144
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65,929 |
| AUM (Assets Under Management) | $ 37,127,688,152 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/25/2024 | ||
| 09/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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