Jon is a registered and licensed adviser experienced in financial planning and money management for individuals and small businesses. His areas of experience are, retirement planning, investment management, insurance and estate planning strategies. He understands that each individual’s financial situation is unique, and he strives to understand his client’s concerns and goals to create solutions that are appropriate for each specific situation.
Jon received his Bachelor’s degree in Chemistry with a minor in Marketing from the State University of New York at Buffalo. A licensed life and health insurance agent, he is also an Investment Advisor Representative with Royal Alliance, holding his FINRA series 6, 63, 65 and 7. He is also a registered CRPC (Chartered Retirement Planning Counselor) and a AWMA (Accredited Wealth Management Advisor).
Jon also achieved his CFP® CERTIFIED FINANCIAL PLANNER™
Earned WM Thrive award for Wealth Management Fastest-Growing Advisors in the U.S. 2019
To qualify for the WealthManagement.com (year) Thrive Awards list, candidates had to apply online. Applicants needed to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. The Thrive Award honors those applicants that have exhibited revenue growth over the previous three year period, as selected by WealthManagement.com. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Member of the Saratoga LIONS club
Member of The Malta Business Works group
In Jon's free time he enjoys spending time with his family on Saratoga Lake, planning weekend getaways, shooting hoops with his son, tea party's with his daughter, and dining out with his wife when he can find a sitter.