As a client specialist, Jon builds strong relationships with clients while working closely with advisors to help clients achieve their financial goals. Jon supports the advisors in many ways, including opening accounts, placing trades, and generating client paperwork.
Jon has previous experience working in the finance industry, and has a Bachelor’s degree in financial services from Wright State University. He is fully licensed with the Series 7, 66, and Life and Health Insurance.
When he is not working, he enjoys spending time with his friends and family, or planning his next hike!