Jon Schappell

Financial Consultant

Retirement Planning Specialist

 AXA Advisors, LLC

 

 

Mr. Schappell has developed a financial services business which focuses on small business owners and individuals seeking to achieve insurance and investment goals. He works with clients to prepare for retirement, develop strategies on how to protect and accumulate their assets, and plan for the transfer of wealth for future generations. He helps clients take a forward thinking approach towards achieving goals and helps provide them with the motivation to take action.

For small business owners, Mr. Schappell's services extend from providing the full range of employee benefits (including group benefits, qualified retirement plans, and deferred compensation programs) to developing business succession planning strategies for their families.

Mr. Schappell brings more than 15 years of strategic business planning experience to his financial services business. He currently resides in Collegeville, Pennsylvania with his wife and two daughters.

 

 

Accreditations

B.A. Political Science, West Chester University

 

FINRA Series 7 and 66 Securities Registration with AXA Advisors

 

Life, Health & Accident Insurance licensed in PA, NJ, DE, MD, FL,CT

 

Professional Memberships and Affiliations

National Association of Insurance and Financial Advisors

 

Perkiomen Valley Chamber of Commerce

 

Montgomery County Realtors Association

 

Collegeville Economic Development Corporation

 

Collegeville Business Networking Group

 

USA Track and Field Association

 

West Chester Running Club

 

Pagoda Pacers Athletic Club

 

 

 

 

 


The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.