He was awarded the prestigious Joel Dean Award given to the top graduating student by major at UCSD.
Joined Lido: 2023
Homebase: San Diego, CA
Professional Focus: Jon relies on his extensive knowledge, years of experience, and the comprehensive capabilities of the firm to deliver holistic wealth management rooted in financial planning. He works with individual families, non-profits, corporations, and institutions.
Professional Designations: Chartered Financial Analyst charterholder
Education: B.S., Management Science, University of California, San Diego
Previous Work Highlights: He began his career at A.G. Edwards & Sons and has since worked for several firms, including Wells Fargo Bank, and First Republic Private Wealth Management.
Personal Facts: He is active in his local community, volunteering with several organizations, including serving on the finance committee for the Rancho Santa Fe Community Center.
