Jon Michael Fletcher

Current Employers

Employment History

• 08/2013 → 08/2017
  Wfg Invesetments Inc
  Lakeway, TX
• 08/2013 → Present
  Prime Wealth Strategies
  Lakeway, TX
• 08/2017 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 08/2017 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2013-08-30 → 2017-08-23
  Wfg Advisors, Lp
  Lakeway, TX
• 2009-01-02 → 2013-09-04
  Ameriprise Financial Services, Llc
  Austin, TX
• 2003-05-02 → 2009-01-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Austin, TX
• 1999-11-02 → 2003-05-27
  Strategic Advisers Llc
  Austin, TX

Other Businesses

1. Owner of DBA - Prime Wealth Strategies, LLC, a financial services firm based in Austin, TX. This is a DBA for my brokerage and advisory practice. Products and services include: 401(K) Retirement Plans and IRAs, 529 Qualified Tuition Plans, Annuities, Mutual Funds, CDs, US Treasuries Securities, Group Retirement and Savings Plans, Simplified Employee Pension Plans, Qualified Retirement Plans, Other Retirement Savings Plans designed specifically for Employee Groups, Life Insurance, LTC, Disability and Critical Illness, Health Insurance Group Health Benefits. Start date: 8/23/2017, Approx. 10 hrs/mo for the administration of PWS and 40 hrs/wk for advisory. Operating Mgr Profit Sharing. INV REL: Y Do not raise capital 2. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. 3. WEST AUSTIN CHAMBER OF COMMERCE. 2-3 HOURS PER WEEK 4. Prime Wealth Properties, LLC, Austin, TX - 50% Owner and Managing Member. Own office condo property that houses my practice. Will be subleasing office space and collecting rent from tenants. Start date: 8/8/23, approx. 4 hrs/mo, majority during mkt hrs. INV REL: N

Exams

• S66 Uniform Combined State Law Examination
  2000-11-13
• S63 Uniform Securities Agent State Law Examination
  1992-06-22