
Jonathon Aggen, CFF
Central Ilinois Managing Field Representative

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About me
Independent Financial Advisor & Insurance Broker at Boca Financial Services and Legacy Investment Services
Education

University of Illinois Springfield
2002 - 2004BA
University of Phoenix
2007 - 2009MBA Business Administration(3 courses remaining to complete MBA)

Hamilton Technical College
1988 - 1990AS Electronic Engineering Technology
Experience

Northrop Grumman Information Systems
Jan 2003 - Jan 2009Central Ilinois Managing Field RepresentativeManaged a team of IT professionals in Central Illinois. Provided support on a wide variety of computer hardware and software issues for medium and large business customers....

Golds Gym
Jun 2009 - Jun 2010Group Fitness Instructor & Personal TrainerWorked Part Time as a Personal trainer for Gold's gym, and Part Time as a group fitness instructor for Parkside Athletics in Pekin Teaching BodyFlow. Achieved Les Mills Instructor Certification in BodyFlow, completed RPM instructor training.

Paragon Systems Inc
Jun 2010 - Jun 2012Protective Security OfficerAssist Homeland Security (Federal Protective Service) by enforcing federal laws and provide armed physical security services at federal facilities within the Greater Illinois territory...

Advanced Technology Services
May 2012 - Oct 2012Project Leader – New BusinessInterview, hire, & manage contract technical staff for ATS customer contracts. Recruit and manage technical resources for short/medium/long term IT projects for ATS customers.

Ricoh Americas Corporation
Oct 2012 - Mar 2015Account ExecutiveRicoh USA is a total IT solutions provider that partners with businesses to increase efficiency by leveraging technology based solutions. Are you looking for competitive prices on Computer hardware, Printing and Imaging Hardware, Virtualization/Disaster Recovery Solutions, 24x7 Remote Helpdesk, or Onsite Support? We have a vast array of resources at our disposal to accomplish the desired outcomes that all businesses share and reduce wasted resources. We can virtualize your current client-server environment, reduce communication expenses with VOIP, provide Dell and Ricoh business machines, and design/build/implement any customized IT solution you can think of. If it is related to IT, we can do it! Show less

Midwest Productions
May 2014 - May 2023Managing PartnerNatural Physique Show Promoter for the NGA (National Gym Association). Founded and promoted the NGA Natural Peoria Championships from 2014-2019. At one point in 2018 we had 5 promoters in the midwest (promoting 2 shows in Illinois, 2 in Iowa, and 1 in Wisconsin).

Boca Financial Services
Sept 2016 - nowIndependent Financial Advisor & Insurance Broker
Legacy Investment Services
Sept 2016 - nowIndependent Financial Advisor
Advisor Controls
Jan 2019 - Jan 2022Vice President of Business DevelopmentCoordinate with company leadership to develop strategic growth plans. Provide clients with technical support and training using the financial planning software.

Ventnor S. Condominium Association
Jan 2022 - nowBoard TreasurerVolunteer, elected position for the Ventnor S. HOA Board of Directors.
Licenses & Certifications

Variable Products License
- View certificate

CERTIFIED FINANCIAL FIDUCIARY®
National Association of Certified Financial FiduciariesMay 2020 
Illinois Property Producer License
Illinois Department of Insurance.webp)
Series 66 - Investment Advisor Representative
Financial Industry Regulatory Authority (FINRA).webp)
Series 7 - Registered Representative
Financial Industry Regulatory Authority (FINRA)
Illinois Casualty Producer License
Illinois Department of Insurance
Illinois Life Producer License
Illinois Department of Insurance
Illinois Health Producer License
Illinois Department of Insurance
Honors & Awards
- Awarded to Jonathon Aggen, CFF100% Club FY2012 Ricoh Americas Corporation Mar 2013 100% Club Achiever for 2012
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