- BA in Religion, Wesleyan University
- Certificate in Social Sector Leadership, University of California, Berkeley
- Certificate in Personal Financial Planning, University of California, Berkeley, Extension
Jon works on the Client Service Team at B|O|S.
Prior to joining B|O|S, Jon worked as an Equity Trader at ClearBridge Investments and JPMorgan. Jon is currently pursuing the Certified Financial Planner (CFP®) certification.
Jon lives in Marin County with his family.