Financial Advisor, Merrill Lynch

Jon Charles Frandell

Assoc Res Director

Vice President


1615 SOUTH MISSION ROAD
FALLBROOK, CA 92028-9875

Phone: (760) 7315541
Email:

Directions to Branch

PROFESSIONAL PROFILE

Education:

High School: Fallbrook Union High School

College: Whittier College

Degree: BA (Social Science)



Employment History:

1971-1973 United California Bank (Consumer Lending Officer)



1973-1977 Lived in Sweden, Studied at the University of Gothenburg (Studies: Sociology)



1977-1987 California First Bank (Union Bank), V.P. Manager Commerical Lending



1987-1988 Executive Director of BECA (Hispanic Scholarship Foundation)



1988-1993 Inland Empire National Bank, V.P. Manager Commercial Lending



1993-2006 Morgan Stanley, First Vice President Manager



2006-Present Merrill Lynch, V.P. Associate Resident Director



Current Community Involvment:

President Fallbrook Chamber of Commerce

Rotary Club of Bonsall



Past Community Involvement:

Past President: The Rotary Club of Bonsall

Past VP: The Boys and Girls Club of North County

Past VP: The Boys and Girls Club of North County Foundation

Past Treasurer: Legacy Endowment, the community foundation

Past Treasurer: Chamber of Commerce of Oceanside

Past Treasurer: Chamber of Commerce of Fallbrook

Past President: Armed Services YMCA, Oceanside



Family:

Daughter: Cecilia Marie Shelton

Son: Matthew Joseph Frandell



Hobbies:

Avocado Farming

Golf

Travel

Dancing

Entertaining

Networking



Value Proposition:

Assist clients and friends in making a plan to solve complex financial issues they are confronted with. Bringing the full scope and talent of the Merrill Lynch/Bank of America vast array of solutions together in a team to develop a plan to help clients reach their financial goals. This would include solutions to investments, commercial/consumer lending, wealth transfer, asset protection, retirement and estate planning issues.

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Jon Frandell is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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