Investment Advisor Representative
Phone: (847) 698-4802
Fax: (847) 698-4802
Tyler Jonasen 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.
- Series 7
- Series 66
- Life and Health Insurance
Illinois State University - Bachelor of Science in Industrial Technology
Tyler began his career managing large construction projects for the CTA, IDOT, CDOT, and MWRD, and left the industry to pursue his passion for finance and investing.