Jon moved to Capital Financial Group after working in the banking industry for seven years. During this time, he worked as a portfolio manager assisting with the acquisition and servicing of residential and commercial debt across the country.  Since joining the firm, Jon has focused his efforts to build a practice centered around comprehensive financial planning. He holds FINRA Series 7 and 66 securities registrations as well as the Life and Health Insurance licenses.

 

Education

The University of Tennessee (2005-2010), BS Chemical Engineering, The Graduate School of Banking (2011-2014)