Biography
With over 30 years of experience in the financial services sector, Jon is dedicated to helping individuals and business owners achieve their strategic financial planning goals. Jon began his financial practice in 1989 and partnered with Lew Shore in 1995 to establish Shore Morgan Financial Advisors.
Today, as an Advisor at Lido Advisors—formerly Shore Morgan Young before their partnership with Lido in 2024—Jon leverages his extensive knowledge and experience to develop tailored strategies for his clients while overseeing a multidisciplinary team of financial planning professionals.
Jon earned a Bachelor of Science in Business Administration from The Ohio State University and is actively involved in various community organizations. In his personal time, he enjoys cycling, traveling, and spending quality moments with his family and friends.
