we begin with the end in mind 

CONNECT

Address:

1325 Myrtle Ave
Charlotte, NC 28203

Phone:

(704) 733-9166

Fax/Other:

(704) 919-5090

Jon B. Riley, CFP®

Jon has been steadily building a successful practice since 2000. Keys to his success has been understanding the needs of his clients, leading with financial planning as the basis for recommendations, and earning clients trust through very personalized services and proactive management.

Jon began his practice in Chapel Hill, NC before moving to Charlotte in 2006. He continues to maintain clients in the area. He is registered in 6 states and has 14 years of experience working with small business owners. Jon is a LPL Investment Advisor Representative and currently holds Series 7, 66 and 24 registrations, through LPL Financial as well as life, health and long-term care insurance licenses. Jon is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Jon graduated North Carolina State University in Raleigh with BS in Business Management with concentration in Finance and minor in Economics, and then attended Luton University in England to study International Business/Economics. Jon is a member of the Charlotte Community volunteering with Habitat for Humanity, Guys Read, and Charlotte Homeless Shelters.

Jon lives in Charlotte with his wife Sandra. He has two girls that keep him on his toes.  He enjoys traveling, reading, tennis, mountain biking, running, cooking, and always striving to be better today than yesterday.