Jon focuses on the specialized wealth management needs of Corporate Executives and their families. Areas of focus include wealth management and migration techniques involving investment management, asset allocation, concentrated position analysis, managed portfolio consulting and executive benefit services. Prior to joining Morgan Stanley, Jon held advisory and management positions with Wachovia Securities, JC Bradford & Company and Robinson-Humphrey with over 30 years of industry experience.
In addition to advanced training in asset allocation and investment planning, Jon is an Investment Advisory Representative with several registrations in the securities industry, including insurance and annuities licenses. Current philanthropic and community activities include: Vista Center for the Blind, the Eric M Holzworth Memorial Foundation, the Father Christmas Cup and Christ the King Church, among others. Jon graduated with a degree in Finance from Auburn University and from The Marist School. Jon is married with two sons, Jonathan and Ryan.
BM/Supervisor; Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures