Jonathan R. Abbett
Jonathan Abbett, CLU, ChFC founded FAA in 1997 to better service the investment and protection needs of our community. He has been a financial professional in the Washington business community for over 25 years.
Jon built his insurance and investment practice over this period of time from a solo operation, managing individual clients. Under his leadership, the FAA team manages and or administers over 250 million* in organization and individual assets and has helped issue nearly 1 billion in death benefit protection, supporting an array of tax-efficient executive deferred compensation plans, as well as protecting the hopes and dreams of our clients.
In addition to working with non-profit organizations and their executives, Jon has served as Committee chair and Board member for several not-for-profit community organizations. He has been a volunteer guest speaker for over 100 sponsored events on a variety of financial topics, and is regular speaker to business students at his alma mater, the University of Maryland’s Smith School of Business.
Jon has also received his Chartered Life Underwriter and Chartered Financial Consultant designation from the American College. Jon and his wife Kathy live in Gaithersburg MD and are active members of the local community where they raised three children: Lindsay, who joined the firm in 2014 to help build out an affiliated tax and accounting practice, Steve, who also joined the firm in 2014 to help expand the asset management business and Bobby who recently graduated in Spring 2016 and will be working for a health care firm in Baltimore. During his spare time Jon plays softball on 2 local teams and has participated in the Orioles Fantasy Camp.
*Amounts listed as of 11/1/2016 Jon is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Member FINRA/SIPC. 1653661 DOFU 11/2016