Jon Cockerham

As your financial advisor, I offer a comprehensive range of investment options tailored to meet your unique needs and goals. Whether you?re planning for retirement, funding educational expenses, or pursuing another financial milestone, I am here to guide you in making informed decisions about your investment strategy. In addition to personalized wealth planning, I provide access to a dedicated wealth management affiliate team that offers a suite of products and services, including mortgages, private banking, trust and fiduciary services, insurance, and customized lending solutions. My mission is to help my clients build and manage their wealth at every stage of life preparing for life's challenges while celebrating its successes. With over 17 years of experience in the financial services industry and holding FINRA Series 7 and Series 66 federal registrations, I bring both expertise and dedication to my work. A proud native of North Carolina, I currently reside in Mebane, NC. I also honorably served in the United States Marine Corps from 1991 to 1995, an experience that shaped my discipline and commitment to service. Outside of work, I enjoy staying active at the gym, hiking, exploring local restaurants, and traveling. My greatest joy comes from spending quality time with my wife, Sherri, our three children, their spouses, and our two grandchildren.