Jon H. Lax

Jon came to Katchen Financial Group from Prudential after earning their Life Achievement award for his “extraordinary success in providing clients with personalized financial protection solutions.” Jon is experienced in pre-retirement planning, post-retirement distribution, and wealth protection.  Jon understands that each individual's financial picture is different, and invests the time to work directly with clients and assist them in developing a strategy that is tailored to their unique needs and goals.

Drawing on his extensive business and aviation background, Jon is also able to offer unique insights to business owners who seek to provide quality, affordable employee benefits and retirement solution programs. In addition to advisory services and securities, Jon is licensed for life, health, property and casualty insurance.

In his free time, Jon enjoys fly fishing, golf, hiking, and music. He is an active member of Trout Unlimited, NY-NJ Trail Conference, AOPA (Aircraft Owners and Pilot Assoc.) and ASCAP (American Society of Composers, Authors and Publishers).