Jonathan Rankin

Jonathan Rankin

Financial Consultant

Jon joined the Signature Wealth Concepts team in 2019. He has been a Financial Consultant with AXA Advisors since 2011. Building meaningful and attentive client relationships has been the cornerstone to Jon continuing to grow his successful practice. He has maintained AXA Advisors Regional Leaders Corp production level since 2013, achieved entry into AXA Advisors Experienced Sales Force in 2015, and joined AXA Advisors Elite Producer Group in 2016.

Quality planning cannot be maintained if it is compartmentalized. It is important for a client's investment assets, insurance planning, and tax strategies to all work together toward the same goals. Jon's access to an open platform allows him to customize strategies to the client's specific needs with investment and insurance products from numerous firms. The key to successful planning is selecting the right team of trusted professionals.

Prior to joining AXA Advisors, Jon attended the University of Arizona where he graduated Summa Cum Laude with a degree in Finance and Entrepreneurship from the Eller College of Business Management. He held a Wealth Management Internship with Merrill Lynch, and attained his Series 7 and Series 66 registrations, along with his Life and Health Insurance Licenses. He lives on the eastside of Tucson with his wife, Erica, and son, Calvin. Jon grew up playing competitive golf, and still tries to sneak away when he can to keep his game sharp.

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Signature Wealth Concepts, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

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Fax (520)745-8159