Specialist, Business Transitions
Jon serves as a Specialist within the Business Transitions Team, which is responsible for assisting new advisors affiliating with The Financial Services Network.
Jon joins The Network after a 15-year tenure with LPL Financial, holding various positions within the annuities department and the Service 360 team. In these roles, he utilized his extensive industry background and depth of LPL Financial operational knowledge to support Network advisors. Prior to his time at LPL Financial, Jon worked in advertising, specializing in the Yellow Pages consulting/marketing industry.
Jon lives in Southern California. In his free time, he is a sergeant with Animal Rescue Reserve, an organization affiliated directly with the Humane Society.
- Sierra College
- Mira Costa College