“Safe Money” Retirement Contracts

If you have questions or concerns about the protection of your money in any type of life insurance or annuity contract, watch this short video to learn how retirement insurance contracts can guarantee the safety and security of your benefits.

Jon Bowles

JLB Financial

 323-547-8990
 jon@jlbfinanciallegacyplanning.com
 jlbfinanciallegacyplanning.com/
 Lic. # California Insurance License (#0C88392)

Jon Bowles is a Financial Consultant based in Southern California with 28 years of experience helping clients plan for retirement, manage risk, and implement tax-efficient strategies. A UCLA graduate, he began his career with Morgan Stanley Dean Witter, later serving at Citi Personal Wealth Management and NettWorth Financial Group before establishing his own independent practice.

He works with individuals, families, and businesses to create holistic financial plans that prioritize capital preservation and long-term goals. Jon holds Series 63 and 65 securities registrations and a California Insurance License (#0C88392), and is committed to providing personalized, client-focused guidance every step of the way.