Jon Castle Email & Phone Number
Senior Wealth Advisor @ Mercer Advisors
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Jon Castle Location
- Jacksonville, FL, US
Jon Castle Work
- 2023 -now Senior Wealth Advisor @
- 2007 -2023 Managing Partner and CEO @
- 2004 -2007 Regional Vice President @
- 1995 -2004 Branch Manager @
- 1989 -1995 Cavalry Officer @
Jon Castle Education
- American College
Master of Science (Financial Services)
2009-2013 - College of Financial Planning
CFP (Financial Services)
2000-2011 - United States Military Academy at West Point
Bachelor of Science
1985-1989
Jon Castle Skills
- Leadership
- Retirement Planning
- Financial Planning
- Investments
- Wealth Management
- Management
- Finance
- Strategic Planning
- Financial Services
- Investment Advisory
Jon Castle Summary
- Jon Castle, based in Jacksonville, FL, US, is currently a Senior Wealth Advisor at Mercer Advisors. Jon Castle brings experience from previous roles at PARAGON Wealth Strategies, LLC, Householder Group, First Command Financial Planning and US Army. Jon Castle holds a 2009 - 2013 Master of Science in Financial Services @ American College. With a robust skill set that includes Leadership, Retirement Planning, Financial Planning, Investments, Wealth Management and more. Jon Castle has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Mercer Advisors Employees
Daniel Gourvitch
President
New York, NY, US
Loren Pierson
Chief Operations Officer
Denver, CO, US
Annie Gottbehuet
Managing Director
Walnut Creek, CA, US
Chris Walters
Managing Partner
Laguna Hills, CA, US
Kim Lorenz
Chief Compliance Officer
Denver, CO, US
Abby S
Managing Partner
Westfield, NJ, US
Christine Cataldo
Chief Technology and Digital Officer
Washington, DC, US
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