Talk to sales Try for Free
Jon DeMoss, CFA, CFP®

Jon DeMoss, CFA, CFP®

Followers of Jon DeMoss, CFA, CFP®1000 followers
location of Jon DeMoss, CFA, CFP®United States

Connect with Jon DeMoss, CFA, CFP® to Send Message

Connect

Connect with Jon DeMoss, CFA, CFP® to Send Message

Connect

  • Timeline

  • About me

    Senior Wealth Advisor | Mission Wealth

  • Education

    • Wheaton College

      -
      Bachelor's degree Business and Economics

      Activities and Societies: Mens Basketball

  • Experience

    • Invesco Ltd.

      Jan 2015 - Sept 2018

      -2016 PowerShares Internal of the Year

      • Hybrid ETF Sales Consultant

        Jul 2017 - Sept 2018

      • Regional Sales Consultant

        Jan 2015 - Jul 2017

    • Innovator ETFs

      Sept 2018 - Jan 2020
      External Sales Consultant

    • Advance Capital Management, Inc.

      Jan 2020 - May 2024
      Financial Adviser

    • Mission Wealth

      May 2024 - now
      Senior Wealth Advisor

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2021
      View certificate certificate

    • Series 66

      Financial Industry Regulatory Authority (FINRA)
      Dec 2014

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Apr 2024
      View certificate certificate

  • Honors & Awards

    • Awarded to Jon DeMoss, CFA, CFP®
      Barron's Top 100 Best Registered Investment Advisors in U.S. Barron's Magazine 2021