Senior Client Service Associate
With his insurance license, as well as FINRA Series 7 and 66 registrations, Jon plays an integral role on the Operations Committee of the JGP Wealth Management. The primary liaison with our back-office operations, he is a key player in our onboarding processes, the Group’s money movements, and he also assists in the execution of our investment strategies.
Eighteen years ago, he began as a teller with Wells Fargo Bank. He worked his way up and moved into a Client Associate role in 2004. Highly organized and enthusiastic about serving our clients, he is a valued member of the JGP Wealth Management Group. A native Oregonian, Jon enjoys a range of outdoor activities, including boating, camping, hiking playing hockey with his son, as well as just hanging out with his family and pet dog.