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Jeanne PontiusFinancial Advisor
Phone: 310-475-5854 Jeanne Pontius began her career in the financial services industry in 1979 with Connecticut General Life Insurance Company.
In 1981, with the formation of CIGNA Individual Financial Services, she was invited to participate among a select group to introduce comprehensive fee-based financial planning to the greater Los Angeles area. Concurrent with this, she established JP Financial & Insurance Services and has operated as an independent financial advisor for over two decades.
Her practice is comprised primarily of sole proprietors, closely held business owners and physicians in private practice.
Her primary focus is life and disability insurance for individual, business and estate planning objectives. Her personal interest in her client’s needs and a continuing commitment to excellence has brought her prominence as a respected industry expert.
*Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a SEC Registered Investment Advisor. Managed Mutuals is not affiliated with Royal Alliance Associates and is not a broker dealer.
 About Us
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*Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services, Inc., registered investment advisor not affiliated with Royal Alliance Associates, Inc. Managed Mutuals is not affiliated with Royal Alliance Associates Inc. or registered as a broker dealer or investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of AL, AK, AZ, CA, CO, CT, DC, FL, ID, IL, IN, MA, MI, NJ, NM, NV, NY, OR, PA, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. An investor should consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing; the prospectus contains this and other information about the investment company.
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