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Jon Looney
Jon Looney began his Financial Services career in 2008 after working as a business professional for over 25 years. He joined Peachtree Planning Corporation in January 2011. His passion is working with individuals, families and small businesses who share his values.
Jon empowers clients with necessary information to reach informed financial decisions. He utilizes a comprehensive team approach to Financial Planning. Working with the team at Peachtree Planning provides insight from professionals with diverse areas of expertise (Accounting, Banking, Insurance, Investments, Law, Real Estate.) This unique model allows Jon to develop coordinated strategies that align with his clients' goals and time horizon.
This methodology is sound whether helping a young couple create a financial game plan or assisting a Baby Boomer with an exit strategy to transition from the work force into retirement.
Jon lives in Nashville, TN with his wife Cindy. Jon and Cindy have three children Clay (23), Davis (21), and Carter (19).Jon is a member of Brentwood United Methodist Church and has been active in various community organizations over the years.Jon graduated with a Bachelor's Degree from the University of Tennessee - Martin in 1978.
Jon's office is located at 9019 Overlook Blvd., #D-1, Brentwood, TN 37027. The phone number is 615-376-8354 and the fax number is 615-376-8355. His email address is Jon.Looney@peachtreeplanning.com.
Earl Jon Looney, Jr., Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell Road Atlanta, GA 30342, (404) 260-1600. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Peachtree Planning of Tennessee is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member of FINRA, SIPC
#2011-3260
5040 Roswell Road, Atlanta, Georgia 30342
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms