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.




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 Complaints about an AXA Advisors FP should be directed to