Jon Michelizzi
Investment adviser representative at Tradition Wealth Management LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Private Client ServicesJan 2025 to now
- Tradition Wealth Management LLCApr 2023 to now
- (dba) Tradition Wealth ManagementMar 2023 to now
- Concourse Financial Group Securities IncMar 2023 to Jan 2025
- Voya Financial PartnersFeb 2015 to Mar 2023
- Voya FinancialSep 2014 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (MN).
Tradition Wealth Management LLC
$2.6BAssets managed
2,244Clients
23Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2535698
- Firm CRD
- 128314