Jon has over 20 years of experience in the banking and brokerage industries. Currently, he leads a business development team responsible for developing partnerships with financial institutions and financial advisors throughout the United States.
Before joining the Financial Institutions Division in 2015, Jon worked at INVEST Financial, focusing on recruiting financial institutions. Jon started his career in 2000, working for seven years as an associate financial advisor at Raymond James & Associates. He later spent two years at Morgan Keegan as a branch administration officer. Jon holds the Series 7, 9, 10, and 66 licenses.
Jon earned his master’s degree in logistics and supply chain management from Embry-Riddle Aeronautical University and a bachelor’s degree in finance from the University of Tampa.
He and his wife, Jen, live in Tampa with their two children.