LPL Enterprise
43yrs
Top advisor by experience in Walpole
22yrs
Jon Loranger has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Walpole, Massachusetts. Jon joined The Patriot Financial Group in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The Patriot Financial Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 49 advisors with offices in Walpole, and one of 43 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 71% of advisors in Walpole
Office55 West Street Suite 201, Walpole, MA 02081
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$603,987
Advisors at the firm30
States licensed ?1 state
Services through The Patriot Financial Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowThe Patriot Financial Group, LLCCurrent firm
Contact Jon
(508) 251-6100The Patriot Financial Group main office 55 West Street Suite 201Walpole, MA 02081Office · Get directions Firm websiteHTTP://WWW.ROLLOVERADVISORYSERVICES.COM
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call The Patriot Financial Group at (508) 251-6100 and ask for Jon Loranger. Jon works from the Walpole, MA office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2004, about 22 years. More experience than 71% of advisors in Walpole.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
The Patriot Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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