Jonathon Aggen, CFF

Jonathon Aggen, CFF

Central Ilinois Managing Field Representative

Followers of Jonathon Aggen, CFF739 followers
location of Jonathon Aggen, CFFBoca Raton, Florida, United States

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  • Timeline

  • About me

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

  • Education

    • University of Illinois Springfield

      2002 - 2004
      BA
    • University of Phoenix

      2007 - 2009
      MBA Business Administration

      (3 courses remaining to complete MBA)

    • Hamilton Technical College

      1988 - 1990
      AS Electronic Engineering Technology
  • Experience

    • Northrop Grumman Information Systems

      Jan 2003 - Jan 2009
      Central Ilinois Managing Field Representative

      Managed 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 2010
      Group Fitness Instructor & Personal Trainer

      Worked 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 2012
      Protective Security Officer

      Assist 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 2012
      Project Leader – New Business

      Interview, 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 2015
      Account Executive

      Ricoh 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 2023
      Managing Partner

      Natural 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 - now
      Independent Financial Advisor & Insurance Broker
    • Legacy Investment Services

      Sept 2016 - now
      Independent Financial Advisor
    • Advisor Controls

      Jan 2019 - Jan 2022
      Vice President of Business Development

      Coordinate 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 - now
      Board Treasurer

      Volunteer, elected position for the Ventnor S. HOA Board of Directors.

  • Licenses & Certifications

    • Variable Products License

    • CERTIFIED FINANCIAL FIDUCIARY®

      National Association of Certified Financial Fiduciaries
      May 2020
      View certificate certificate
    • Illinois Property Producer License

      Illinois Department of Insurance
    • Series 66 - Investment Advisor Representative

      Financial Industry Regulatory Authority (FINRA)
    • 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, CFF
      100% Club FY2012 Ricoh Americas Corporation Mar 2013 100% Club Achiever for 2012