For more than 20 years, Jon has helped clients build, manage, preserve, and transition their wealth. Jon brings a broad array of business and financial experience to our group, specializing in serving business owners. Having counseled clients through a variety of volatile investing climates, Jon takes the time to fully understand each client's goals, dreams, and expectations while designing an investment plan to manage risk while pursuing growth and income. Jon is a Premier Advisor, a distinction he has earned from 2010 to present. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
Jon joined Wells Fargo Advisors through its predecessor firms, Prudential Securities and Wachovia Securities. In addition to applicable securities registrations and insurance licenses, Jon earned a bachelor's degree from Skidmore College with a concentration in government and business. He studied economics at Georgetown University and completed financial planning coursework at Virginia Commonwealth University and Kaplan University.
Engaged in the community, Jon is founder of Bethesda Business Connections, a Select Business Team affiliate and president of the Skidmore College Alumni Association, D.C. chapter. He is active in the Jewish Federation of Greater Washington and the American Technion Society.
Jon lives in Clifton, Virginia and has three daughters, Peyton, Cassidy, and Taylor, a son, Brody, and two rescue dogs, Libby and Lola.
CA Insurance License Number: 0M79239. Resident State VA.