Jonathan Frydman, CLTC
Investment Advisor Representative
Phone: (847) 698-4840
Fax: (847) 698-4808
Mobile: (312) 446-9288
Jon Frydman is an Investment Advisor Representative at Platinum Wealth Solutions, Frydman Asset Management a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As an Investment Advisor Representative Jon is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to help them realize their financial goals.
Jon resides in Deerfield. He and his wife, Terri, have been married for 14 years and have two sons. During his free time, Jon enjoys running and supporting his sons in various sporting activities.
Financial Solutions For Today. And Tomorrow.
- Retirement Accumulation Planning
- IRAs, Roth IRAs
- Retirement Plans, 401k, SEP, etc.
- Pension or Qualified Plan Distributions
- Education Funding Options
- Tax Deferred Annuities
- Disability Income Insurance
- Life Insurance
- Long-Term Care Insurance