Jon Stevens

Cranberry Twp., PA


“My specialty is working with education employees and their families to plan and save for retirement. This specialization gives me an in-depth knowledge of the Public School Employees’ Retirement System (PSERS), the Pennsylvania State Education Association (PSEA), and the education community’s unique needs.

I am interested in helping you plan for a secure and comfortable financial future. I provide my clients with a complimentary financial analysis based on their specific financial needs and objectives. My extensive training and experience with investments enable me to bring a high level of knowledge to each unique situation. This helps identify the appropriate investments and services to accommodate your needs.

Since 1974, the PSEA has chosen Kades-Margolis as a planning partner for retirement plans and investments. I am honored to work with Kades-Margolis and look forward to the opportunity to serve you.

Jonathan graduated from Geneva College with a Bachelor of Science in Business Administration, concentrating in Finance and Economics. He was also a three-year letterwinner on the football team. Jon is licensed to sell life, health, and annuities. He is also a Registered Representative of GWN Securities, Inc., allowing him to offer a full range of investments to suit and help meet every client’s needs.

In his leisure time, Jonathan is an avid outdoorsman. He enjoys attending live sporting events. His hobbies include going to the gym, golf, and spending time with his family and friends.

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