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  2. Jonathan R. Abbett

Jonathan R. Abbett

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Jonathan R. Abbett
CLU®, ChFC®
Managing Partner
Phone: 
(301) 610-0071
Fax: 
(301) 610-0079
E-mail: 
jon@finadvinc.com

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

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  •   1803 Research Boulevard, Suite 401, Rockville, Maryland 20850
  •   (301) 610-0071
  •   info@finadvinc.com

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Our firm has various representatives that are licensed to conduct business in MI for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: AZ,CA,CO,DC,DE,FL,GA,MD,MN,MO,NC,NJ,NY,OH,OR,PA,SC,VA,WV for non-registered and registered insurance products, as well as securities.

Financial Advantage Associates, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Financial Advantage Associates are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Advantage Associates are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045425 10-2020

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