BIOGRAPHY
As Integration Manager, Jon provides dedicated support for new teams joining Pure Financial Advisors. Jon’s experience in various integration-related roles supporting advisor transitions on both RIA and custodial platforms started in 2010. Jon graduated from San Diego State University with a Bachelor’s Degree in Economics. Prior to joining a fee-only advisory firm, Jon held FINRA Series 7 & 63 securities registrations.
When he’s not working, Jon enjoys serving on the Little Italy Association of San Diego, playing Pickleball, attempting new recipes, and spending time with friends and family.