Jon has built his 20-year career in the investment industry focused on business development and consulting, working with financial advisors and high net worth clients. He has represented large, established global investment management firms such as Fidelity Investments and Standard Life, as well as smaller, boutique asset management companies. Jon’s focus on client relationship management has helped him raise nearly $1 billion in investments during his industry tenure. Jon started in banking before becoming a financial advisor to physicians and their families through MD Management in the early part of his career.
As Senior Account Executive at Western Wealth Capital, Jon is focused on raising capital with both new and existing institutional and private capital investors. He is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with vast knowledge in the areas of investments, risk management and personal finance, and is committed to service excellence.
