JM
Jon K. Magoch
RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC
Tucson, AZ 85718
Some features on this profile are disabled
CRD#: 5517365
JM
Professional summary
Jon Kenneth Magoch is a registered financial advisor currently at RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC located in Tucson, Arizona.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JON KENNETH MAGOCH IS A LICENSED INSURANCE AGENT IN THE STATE OF ARIZONA AND THE OWNER OF RETIREMENT NAVIGATORS INSURANCE SERVICES.
MR. MAGOCH IS A PRINCIPAL OF JKM MOTIVATIONAL, INC.
Jon Kenneth Magoch is the owner of a property management company, Harm's Way Property Holdings LLC as of February 2018. This is not investment related. No time is devoted to these activities during trading hours and 4 hours are devoted to these activities outside of trading hours. 5% of yearly compensation derives from this business.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Kenneth Magoch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 29, 2008 - Present
RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC
Office #1: 4578 N First Av. Suite 120, Tucson, AZ 85718RIA
CRD#: 146931
Tucson, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(7/29/2008)
Current Firm
RE
RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC
16 RIA | RETIREMENT NAVIGATORS WEALTH MANAGEMENT | RETIREMENT NAVIGATORS INVESTMENT ADVISORY GROUP, LLC | RETIREMENT NAVIGATORS INVESTMENT ADVISORY GROUP LLC. | RETIREMENT NAVIGATORS | RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC | RETIREMENT EVOLUTIONS WEALTH MANAGEMENT | RETIREMENT EVOLUTION'S WEALTH MANAGEMENT | RETIREMENT EVOLUTION WEALTH MANAGEMENT
CRD#: 146931 / SEC#:
Arizona
Registered Investment Advisory firm - (7/29/2008 Approved)California
Registered Investment Advisory firm - (3/18/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4578 N First Av. Suite 120, Tucson, AZ 85718
Mailing Address
Phone number
(520) 399-6340
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 67,923,539 |
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.
