Jon
Pourchot
Oneascent Financial Services LLC
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About this Advisor
Jon Pourchot is a financial advisor based in Franklin, Tennessee, working with Oneascent Financial Services LLC. Jon has previously held positions at Union University, Poplar Heights Baptist Church, Tennessee Department Of Treasury, and Financial Strategies Group LLC. Jon has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Jon is part of Oneascent Financial Services LLC, which operates out of Franklin, Tennessee. The firm has 33 offices and 125 employees. The firm manages assets totaling $2.6 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Oneascent Financial Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oneascent Financial Services LLC Brokerage Details
$2,610,953,335
125
11,150
$234,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jon Pourchot Work History
Financial Strategies Group LLC
Tennessee Department Of Treasury
Poplar Heights Baptist Church
Union University
Disclosures
Please visit the SEC profile of Jon Pourchot to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oneascent Financial Services LLC
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Franklin, TN
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