Jon Schubert,
CFP®, AAMS® CEO, Managing Partner Financial Advisor, RJFSWhy I got into the business:
I entered the industry with a passion to help families grow, protect and preserve their wealth through all stages of life. I was drawn to financial planning because it allows me to make a meaningful long-term impact on the financial independence and legacy of the people I serve.
Why prospects choose to work with me:
I have been married to Michelle, my wife, for 24 years. We have 4 children, Mady, 23, Nathan, 21, Nolan, 16, and Tyler, 13. Knowing the importance of family, helps motivate me to help families thrive. Clients also appreciate my commitment to continuing my education and staying on the forefront of the financial industry. I hold the Certified Financial Planner (CFP) designation, the Certified Exit Planning Advisor (CEPA) designation, as well as the rigorous internal designation Private Wealth Advisor (PWA) from Raymond James. Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations. I apply this expertise through our team’s disciplined planning process to align asset management, tax strategy, estate planning, and business exit planning into a unified strategy tailored to each client’s goals.
Why clients stay with me:
Clients stay because they trust my consistent guidance, proactive communication, and commitment to safeguarding their financial future. My long-term approach, paired with the robust resources of Raymond James, provide clients with confidence and continuity through all market environments and life changes.
What sets me apart:
My team distinguishes itself through a combination of high-level credentials, personalized service, and a disciplined investment process supported by a nationally recognized firm. Their emphasis on holistic, multigenerational planning and the trusted relationships they cultivate with families sets them apart in the advisory space.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
