Coming to Our Senses on Social Security
Wealth Planning Consulting Supervisor
Jon began his career in the Financial Services industry in 2000 by opening and running a branch office with Edward Jones. In 2003 he went to Charles Schwab as an Investment Advisor dealing with both retail and institutional clients.
In 2004 he returned to Edward Jones as a Marketing Specialist in the Annuities department where he earned his Chartered Life Underwriter designation from The American College. In 2007 he came to work at Stifel as a Financial Planning Specialist and has since earned his Chartered Financial Consultant designation, also from The American College. Jon’s most recent promotion was to Wealth Planning Consulting Supervisor.
Jon has led Stifel’s efforts to bring Social Security planning to Stifel’s Financial Advisors and clients.
In addition to his CLU® and ChFC® designations Jon has his Series 7, 63 and 66 licenses along with Life, Health and Long-Term care Insurance licenses in all 50 states.
Jon resides in O’Fallon, Mo with his wife Sharon and their 4 children.