Education & Certifications
BS - Business Administration, UW - Stevens Point
Certified Personal Finance Counselor (CPFC®)
Investment Adviser Representative License (Series 65)
Jonathon Jesse
Financial Education Advisor
CPFC®
As a Financial Education Advisor, Jon provides personalized guidance to individuals seeking to achieve their retirement goals. He offers expert advice and support in a personal and professional one-on-one setting. He helps them understand the benefits of retirement planning and develop a roadmap for their financial future.
Industry Start Date:
2022
Spectrum Start Date:
2022
Fun Fact:
He has 2 dogs and is certified as a therapy dog handler.
Embodying Spectrum’s Principles
This can be viewed as “The Guiding Principle which Guides All Principles”. If we lack integrity, then what? If we say we are “Advisers” and “Fiduciaries” it means we serve. We serve each other, the organization, and our client partners. To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity. This is who we are regardless of where we are... at work, with clients or at home.