Jon Wingent, CFP®

Jon is a Principal in the Los Angeles office, where he works closely with successful individuals, families, and business owners 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. 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. Most recently, he was a Wealth Advisor at Morton Wealth in Calabasas, California.

Outside of work, Jon is passionate about sports, travel, charitable endeavors, and spending quality time with his young family.