Jonathan Blaisdell – 2021
Jon works directly with business owners and executives to advise their retirement benefit plans such as 401(k)/403(b) plans, ESOPs, and KSOPs. Jon provides counsel on how to manage fiduciary liability, oversee investment due diligence, meet overall plan objectives through effective plan design, and drive positive participant outcomes.
Before joining L&H, Jon worked at HUB International as a Retirement Plan Education Advisor. He worked primarily with retirement plan participants through the delivery of group education presentations and individual investment and retirement plan advice. In addition, Jon assisted lead advisors in preparing and delivering fiduciary reviews. Prior to that, Jon worked at Merrill Lynch with individuals, families, and business owners to tailor investment and retirement solutions to each client.
Jon received a B.S. in Finance from Bentley University, and holds Series 7 and Series 66 registrations.
He currently resides in Scarborough, ME. In his free time, he enjoys golfing, waterskiing, snowboarding, and exploring all that Maine has to offer.