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.
Jon is married and blessed with two sons who live in Chicago. When not working with clients, he enjoys traveling, pursuing his interests in sports and the outdoors, and actively contributing to his community as a Certified Therapy Dog handler.
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.
Success, strength and satisfaction occur when we are open to others thoughts and ideas which are often better than our own. To hear, not to just listen leads to better outcomes, always. Whether within the office or working with plan participants, the ability to clearly understand and accept others thoughts and ideas allows for wonderful things to be achieved.
CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.