Education and Designations:
Jon is a CERTIFIED FINANCIAL PLANNER™ professional whose journey brought him to Equitable Advisors after completing his studies in economics at Clemson University. As a CFP® practitioner, Jon is dedicated to serving as a fiduciary advisor, ensuring that his clients' best interests are always at the forefront of his financial guidance.
In addition to his CFP® certification, Jon is a Retirement Income Certified Professional (RICP®), specializing in helping clients plan for a future where they can attain "work optional" lifestyles. His expertise in retirement income planning is the cornerstone of his practice.
Jon owes his unique perspective to his upbringing as the son of a Fortune Global 500 executive. Growing up, Jon lived in Clermont-Ferrand, France, and had the opportunity to travel the world. This, along with his academic experiences at Clemson University and international study programs in the Netherlands and Belgium, provides Jon with a global perspective that allows him to better understand and assist clients with diverse financial goals and aspirations.
Jon resides in Simpsonville, South Carolina, with his wife, Anna, and their two children, Jacob and Grace. Beyond his financial expertise, Jon's passion extends to the soccer field, where he dedicates his time to coaching youth soccer at the Carolina Elite Soccer Academy (CESA).
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
RICP® is a certification mark owned by the American College for Financial Services. This mark is awarded to individuals who successfully complete the initial and ongoing certification requirements.