Jon joined Manning Wealth Management in 2011, and now has more than a decade of experience in the financial services industries. Working previously at LPL Financial and First Allied, Jon specialized in tax reporting, alternative investments, cashiering, and account transfers. At Manning Wealth Management, he leads a team that assists advisors in managing their client relationships.
Jon currently lives in Hillcrest with his fiancée, Karen. He enjoys spending time with family and friends, traveling, golfing, and staying active. Jon graduated with a B.A. in Economics from UC Santa Cruz in 2007.