Jonathan Lehman

Jonathan M. Lehman

Wealth Management Advisor

  • WMCP®
  • RICP®
FINRA BrokerCheck
  • AR License: #16927367
  • CA License: #0I92500

3302 Mallard Cove Lane,
Fort Wayne, IN 46804
260-432-5152 Visit my website

About my practice

Jon is a Partner at Summit Financial Group and has been in the financial services industry since 2013. He graduated from the University of Saint Francis with a double major in Business and Business Ed. with a minor in special education. Jon specializes in working with business owners, retirees, executives, and educators with a focus on efficient accumulation and effective distribution strategies.

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