Jon J Loranger
Investment adviser representative at The Patriot Financial Group, LLC
20 yearsExperience
1 stateRegistered in
$2.6BFirm assets
12 yearsFirm in business
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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
20 years in the industry.
- Cetera Financial Specialists LLCDec 2022 to now
- The Patriot Financial Group, LLCOct 2021 to now
- The Patriot Financial Group Insurance Agency, LLCOct 2021 to now
- Securities America, IncOct 2021 to Dec 2022
- Allstate Insurance CompanyAug 2021 to Oct 2021
- Massmutual Life Insurance CompanyMar 2006 to Aug 2021
- MML Investors ServicesMar 2006 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
The Patriot Financial Group, LLC
Legal name: The Patriot Financial Group Insurance Agency, LLC
$2.6BAssets managed
2,545Clients
35Advisers
12 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
- 4875690
- Firm CRD
- 172470