As Advisor Services Associate, Jon assists advisors with operations-related tasks and functions.
- Prior to joining HM Capital Management, Jon worked at Wells Fargo Advisors as a Trading Service Representative.
- Jon earned his BS in Business (Finance) with a minor in Mathematics from the University of Missouri – St. Louis.
- Jon is a Level 2 candidate in the Chartered Financial Analyst (CFA) program.
- Jon lives in St. Louis with his dog, Layla.
1st Quarter 2021 Economic and Financial Markets Summary
The most common question we have received from clients over […]
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4th Quarter 2020 Economic and Financial Markets Summary
Year 2020 will clearly be a year to remember and […]
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3rd Quarter 2020 Economic and Financial Markets Summary
There is no shortage of headlines right now, with COVID-19, […]
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