Jon Lugo Location
- Laguna Beach, CA, US
Jon Lugo Work
- 2023 -now Wealth Manager @
- 2018 -2023 Financial Advisor @
- 2013 -2023 Financial Advisor @
- 2013 -2018 Financial Advisor | Growth and Development Director @
Jon Lugo Education
- San Jose State University
BA (• Bachelor of Arts, Communication Studies • Dean’s Scholar, SJSU College of Social Sciences. 2007-2008 • Member of National Leadership and Honor Organization (Sigma Lambda Alpha). • Awarded 2nd Place Overall Speaker by the Northern California Forensics Association. 2007 • Awarded 3rd Place in the Northern California Parliamentary Debate Competition. 2007)
2005-2008 - California State University, Fullerton
(Pi Kappa Phi)
2002-2005
Jon Lugo Skills
- Team Leadership
- Client Services
- Speech Writing
- Leadership
- Recruiting
- Training
- Marketing
- Customer Service
- Sales
- Public Speaking
- Business Development
- Management
- New Business Development
- Project Management
- Technical Writing
- Estate Planning
- Fixed Income
- Financial Planning
- Investments
- Life Insurance
- Business Planning
- High Net Worth Individuals
- Investment Strategies
- Disability Insurance
- Long Term Care Insurance
- Tax Advantaged Investment Strategies
Jon Lugo Summary
- Jon Lugo, based in Laguna Beach, CA, US, is currently a Wealth Manager at Axxcess Wealth Management. Jon Lugo brings experience from previous roles at Luminate Wealth Management & Insurance Services | Private Client Group | Northwe and Northwestern Mutual Wealth Management Company. Jon Lugo holds a 2005 - 2008 BA in • Bachelor of Arts, Communication Studies • Dean’s Scholar, SJSU College of Social Sciences. 2007-2008 • Member of National Leadership and Honor Organization (Sigma Lambda Alpha). • Awarded 2nd Place Overall Speaker by the Northern California Forensics Association. 2007 • Awarded 3rd Place in the Northern California Parliamentary Debate Competition. 2007 @ San Jose State University. With a robust skill set that includes Team Leadership, Client Services, Speech Writing, Leadership, Recruiting and more. Jon Lugo has 1 emails and 2 mobile phone numbers on RocketReach.
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Adrienne Rivett
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