Jon joined the Lighthouse team as a Client Relationship Manager in May 2021. Jon previously gained 8 years of experience in the field of financial services supporting successful financial advisors and providing advice to clients seeking disability, life and long term care insurance. He has a Bachelors of Science in Economics from Widener University and holds his Series 7 and Life, Health and Accident Insurance license.
As a member of our team, Jon spends his days building comprehensive financial plans, asset allocation portfolios, and providing support to our clients.
Jon resides in Conshohocken with his girlfriend and their cat. When he is not at work, Jon enjoys fishing, golfing, and spending time in the great outdoors.
Lighthouse Planning Consultants is a marketing name for registered representatives of Lincoln Financial Advisors.
- FINRA Series 7
- Life, Health and Accident Insurance License
- B.A., Widener University