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Jon is a Partner and Market Leader in the Virginia office.

Prior to joining Cerity Partners, Jon co-founded FJY Financial in 2006. In addition to his duties as a Partner and Senior Financial Advisor, as Chief Executive Officer he led the strategic direction of the firm, and the development and implementation of its well-known human capital strategy. Jon also previously served as a Financial Advisor for Merrill Lynch. Additionally, he worked five years in Honolulu, HI as a Program Manager for the Pacific Basin Economic Council (PBEC), an organization of chief executives that fosters and promotes the development of trade and trade policy throughout the Asia Pacific region.

For the seventh issue in a row, in 2022, Jon was named for fee-only financial planning in Washingtonian magazine’s list of “Top Financial Advisors”. In three previous issues, he was named the “Top Vote Getter.” In addition, in 2021, for the seventh year, Jon was named by Northern Virginia magazine in its “Top Financial Professionals” edition under the categories of Financial Planning and Investment Management. In the spring of 2013, the National Capital Area chapter of the Financial Planning Association (FPA) named Jon their “Planner of the Year”.

Jon has been a speaker at several industry events and conferences focusing on internship programs, hiring practices and strategies, and developing the next generation of owners. He has also been quoted in publications such as Investment NewsFinancial PlanningThe Journal of Financial Planning, Investment AdvisorCNBC.comBloomberg Wealth ManagerRegistered Rep., Investor’s Business Daily, Forbes.comMen’s HealthFinancial, Wall Street Journal Online, and Dow Jones Newswire.

He is a member of the Investment News Practice Management Advisory Board and was an original member of the CNBC Digital Financial Advisor Council. Jon is also a former member of the Board of Directors of the FPA – National Capital Area chapter, a former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA).

Jon is an adjunct professor at the Edward S. Ageno School of Business at Golden Gate University, teaching a survey course in personal financial planning, and is regularly a “Mentor” at the FPA’s Residency Program for new advisors in the profession. Jon is also a founding member of the George Mason University’s Financial Planning and Wealth Management Advisory Board, and an adjunct professor there.

Jon earned his Bachelor of Arts degree in International Studies with a concentration in Asian Studies and Japanese from the University of Richmond, and his Master of Business Administration in International Management with a focus on Finance from the Thunderbird School of Global Management. He also completed undergraduate work at Kansai University of Foreign Studies in Osaka, Japan. Jon holds the Certified Financial Planner (CFP) designation.

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