Education & Certifications
MS - Business Administration, DePaul University
BS UW-La Crosse
Investment Adviser Representative License (Series 65)
Jonathan Marshall
CIO/CCO/Partner
MBA
As a Partner and Chief Investment Officer, Jon plays a pivotal role at Spectrum. He leads the design of our retirement plan educational materials and oversees all analytical research, including the development of our firm's model portfolios. As Chief Compliance Officer, he ensures adherence to all regulatory responsibilities. Guided by Warren Buffett's philosophy of long-term investing, Jon strives to build enduring solutions for our clients. He fosters a positive and collaborative work environment, where everyone feels valued and supported.
Jon co-authored The American Tailwind, a book exploring Warren Buffett’s investing principles and the stories of 60 soldiers connected to Spectrum team members. The book is sold at Spectrum’s office in Mequon, WI and online at www.theamericantailwind.com
Jon and his wife enjoy hiking, live music, and are proud loving parents of twin daughters.
Industry Start Date:
2003
Spectrum Start Date:
2003
Fun Fact:
1998 Wisconsin State Champion - Germantown High School Football
Embodying Spectrum’s Principles
I prioritize spending quality time with my twin daughters, Maple and Violet, whether it's a simple family dinner or a weekend adventure. To recharge, I often indulge in my passion for traveling, attending Dave Matthews Band concerts, and cheering on my favorite sports teams. By balancing work, family, and personal interests, I find fulfillment in each day.
NAPA was created by and for retirement plan advisors and is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.