Jon is an Investment Advisor Representative of SagePoint Financial and has been working in the financial industry for 20 years. Jon is an IARFC Registered Financial Consultant and a member of *Ed Slott’s Master Elite IRA Advisor Group. He holds multiple FINRA licenses, including the Series 6, 63 and 65. He is insuranced and licensed in life, accident and health in multiple states.
In addition to his knowledge of the industry, Jon’s creative, holistic investment style enables him to provide clients with highly developed strategies that are tailored to their individual goals. Working in conjunction with tax and legal professionals, he strives to demystify the complexities of a comprehensive financial strategy.
Jon lives with his wife of 30 years, Maggie, who is an Investment Advisor Representative with SagePoint Financial, and who also manages the practice he shares with Tom Fisher. They have two sons, Caleb and Harry, who are both musicians and residents of Somerville. When he’s not working, playing his guitar or taking care of their many animals, Jon can be found fly fishing the saltwater tides of Cape Cod.
*Ed Slott's Elite IRA Advisor Group," is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with SagePoint Financial, Inc .