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.

Loading Map...Loading MapQuest

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

Reporting available on FA.COM Set-Up Tool
C8476318 (JCA*******801)