Jon joined Northwestern Mutual in 2014 and works with high-net-worth individuals and families. He specializes in tax-efficient planning and asset management, and is committed to helping clients achieve their financial goals by providing the best possible service and experience.
As a Managing Director, Jon recruits and mentors representatives and advisors who are new to the firm or industry. On a weekly basis, he hosts a firm-wide call to address current and market events and general industry best practices for advisors. He also serves on the firm’s compliance committee and the Diversity and Inclusion Council.
Jon holds multiple registrations and credentials including the Series 7, 9, 10, 63, 65, ChFC®, CLU®, RICP®, and CLTC®.
Before joining Northwestern Mutual, Jon held market-maker and trading roles at notable firms including Bear Stearns, JPMorgan, and Barclays Capital dating back to 1997. He founded JERO Capital Management, LLC in 2012, where he managed client funds through 2014.
Jon currently resides on Long Island with his wife and children. In his free time, he enjoys most outdoor sports and activities (golf, tennis, running, hiking, cycling, and skiing being the favorites). He is also involved with charitable foundations and alumni affiliations which include Alex’s Lemonade Stand, The Parkinson’s Foundation, and Publicolor.