Jon focuses on prospective and existing client needs while working directly with Andy to help serve our clients, while learning the tools of the trade with the goal of becoming a financial advisor.
Born in Paris, Missouri, Jon is well acquainted with rural Missouri life. His days were spent being a member on several sports teams, school organizations, and personal hobbies. Throughout the many hours learning techniques, making friendships, and memories he has learned the value of consistency, hard work, and determination. These values were evident in the multiple accolades awarded to Jon in both the classroom and on the field.
A graduate of Columbia College, Jon was attentive and driven in the classroom, where he graduated with Cum Laude Honors. While at Columbia College, Jon met his wife Marina, recently married, Jon and Marina are eager to become active members in the Jefferson City community.
Jon acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Advisors with Waddell & Reed with approved activities. He is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) he supports. In addition, he is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. Waddell & Reed is not affiliated with any other entities referenced. 03/20