Jon Wingent , CFP®

Jon is a Principal in the Los Angeles office, where he works closely with successful individuals, families, business owners, and Cross-Border families to help them navigate financial complexity and gain clarity in their financial lives. With extensive experience across wealth planning, investment management, tax strategy, and legacy planning, Jon empowers clients to align their financial resources with their broader life goals. He has extensive experience in the unique financial and tax challenges faced by internationally mobile clients and families with ties to multiple countries. Whether a client’s circumstances are complex or straightforward, Jon is dedicated to helping them define a clear and actionable path forward.

Jon brings over two decades of global financial experience to his role. He began his career in 2003 at Barclays Wealth, advising UK and international clients. Over the years, he held senior roles at leading financial institutions including Merrill Lynch and Close Brothers. Before relocating to the United States in 2021, Jon served as Head of Investment Specialists at Schroders Personal Wealth in London. His international background gives him a firsthand understanding of the complexities that come with living and building wealth across borders. Most recently, he was a Wealth Advisor at Morton Wealth in Calabasas, California.

Outside of work, Jon is passionate about sports, travel, and giving back to his community. He serves as Vice President of the Board of Directors of the British Benevolent Society of California (BBS), a 501(c)(3) charitable organization that provides aid and relief to British nationals in need across California and the Western United States. Jon also sits on the BBS Investment Committee, helping to steward the organization’s charitable resources. Above all, he cherishes spending quality time with his young family.

Learn more about my practice.