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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. To stay mentally and physically fit, Jon turns to spin, bridge and tango. Jon enjoys reading nonfiction history and spending time in the outdoors, whether hiking, skiing, playing tennis or golfing. He is married to Hendy, and they have three adult children, Tucker, Skyler and Jackson. Originally from Lexington, Massachusetts, Jon has lived in San Francisco for more than 30 years.
He later completed a Master of Business Administration at the Tuck School at Dartmouth and earned his CIMA certification from the Haas School of Business at the University of California. Jon graduated high school from Belmont Hill and majored in history at Williams College. Jon was previously a partner of Trammell Crow, where he jump-started his career in investment banking. He joined Montgomery Securities as a financial advisor in 1993 and built his business working with thoughtful and successful entrepreneurs on the forefront of innovation and economic growth. Brown, a division of Raymond James, in 2019 after serving high-net-worth clients at Merrill Lynch and Montgomery Securities. His process can help to manage family value statements to help his clients’ wealth serve as a positive force for their children and future generations. He assists clients in establishing individual investment strategies driven by their specific goals and needs. Jon is a 25-year veteran who’s dedicated to serving the unique needs of high-net-worth individuals and families.
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