In his role as a Financial Planner at LPL Financial, Jon supports Covenant Wealth Management by designing comprehensive financial plans for our clients. As a member of the LPL Paraplanning Services team, Jon provides detailed data analysis and planning design strategies that allow us to help our clients pursue their financial goals.
Jon is a native of Southern California and currently resides in Houston, TX. Jon’s financial planning career began in 2010 where he served various roles supporting the financial planning needs of clients and financial planning firms. Jon earned his MBA in Financial Planning and is a Certified Financial Planner™ professional.
Jon joined LPL Financial in 2023. LPL’s Paraplanning Services group is not affiliated with Covenant Wealth Management.