Jon joined the IAA executive leadership team as the COO in March 2018. His primary responsibilities include relationship management (managing the service experience for existing advisors), business consulting (practice management, coaching), training & educating advisors on technology and programs, overseeing the day-to-day operations of the firm, and managing special projects.
Prior to IAA, Jon was employed by LPL Financial for more than 12 years. After gaining valuable experience in operations and then service management, Jon joined their business consulting team in 2012. As a relationship manager, Jon helped advisors grow and develop their practices while solving their complex business problems. He was IAA’s primary point of contact at LPL before transitioning to a project-based role in support of large enterprise clients. Jon started his career on Wall Street as a sales trader for Morgan Stanley. All told, Jon has more than 20 years’ experience in financial services and possesses a well-rounded understanding of the industry.
Jon graduated from University of Richmond with a Bachelor of Science in Business Administration. In his spare time, he enjoys spending time in the yard and playing golf, tennis, and volleyball.
Originally from Virginia, Jon has called Charlotte home since 2009. Jon currently resides in Dilworth with his wife Emily.