A career financial advisor, with over 20 years financial planning and investment advisory and portfolio management services. Serving individuals, families, and businesses owners Jon’s approach is to actively engage with clients to identify specific long term goals and personal value systems.
Jon Bever entered the financial services industry in 1997 at Merrill Lynch. Jon takes a comprehensive approach to investing, which he believes is a process that begins with financial planning. One must have an understanding of the destination prior to setting a path.
Jon works primarily with those who are working towards retirement or are retired. Additional wealth management strategies include asset allocation and complex hedging strategies when appropriate. In addition, I work with restricted stock 144/145.
Northwest Nazarene University graduated Bachelor of Arts in Philosophy in 1990.
St. John's College graduated with a Master of Arts in Liberal Arts in 1995.
Merrill Lynch Professional Development Program graduated in 2000.
Born and raised in Northern California, I have worked and lived in Washington since 1996. I live in Bellevue and enjoy snow skiing, golfing, hiking and reading with my son and daughter.