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Jon J Loranger

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC·WALPOLE, Massachusetts
SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 62, Series 63, Series 65, Series 99TOClean record4 years registeredTHE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
55 WEST STREET, WALPOLE, MA 02081CRD# 4875690Firm CRD# 172470

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon J Loranger · WALPOLE, MA
Registration
CRD #4875690 · THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

CETERA FINANCIAL SPECIALISTS LLC
Dec 2022 – present
THE PATRIOT FINANCIAL GROUP, LLC
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 52TO
Series 53
Series 62
Series 63
Series 65
Series 99TO
Registration record
First registered · November 22, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
CRD 172470 · SEC 801-80245
AUM
$2.1B
Regulatory assets under management
Employees
71
6,607 client accounts
Services offered by THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jon J Loranger offer?
Jon J Loranger specializes in Financial Planning, Investment Management. Contact their office in WALPOLE, Massachusetts for a consultation.
What are Jon J Loranger's credentials?
Jon J Loranger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon J Loranger located?
Jon J Loranger is based in WALPOLE, Massachusetts, working with THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC. Their office serves clients in the WALPOLE metropolitan area and surrounding communities.
How does Jon J Loranger charge for services?
Jon J Loranger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC?
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC has approximately 71 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Michael Paul Tashjian
WALPOLE, MA
David Michael Odonnell
WALPOLE, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
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