Jon works with select individuals, families and businesses to assist them in all aspects of their financial well-being. He began his career as a financial advisor in 2007 and obtained the titles of senior vice president and resident director at Merrill Lynch. Jon also holds the Certified Plan Fiduciary Advisor® designation. Jon joined Raymond James in 2024 and founded Pioneer Peak Wealth Management. He also serves as the branch manager.
Jon was an all-state basketball player at Colony High School and attended college at the United States Naval Academy (Annapolis), graduating in 2002 with a Bachelor of Science degree in economics and commissioned as a United States Naval Officer. While on active duty, he served as a naval supply officer on the nuclear-powered fast attack submarine USS Topeka (SSN-754) in San Diego, California, and at the Naval Air Station Meridian, Mississippi. He earned his Master of Business Administration degree from Mississippi State University while finishing active duty.
Jon volunteers his spare time coaching competitive basketball in his community. He also enjoys recreational gold mining, playing golf and exploring the Alaskan wilderness with his family. He and his wife Jamie, a dental hygienist, live in Palmer, Alaska. with their son, Jaydon, and daughter, Jazlyn.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
