CoverProfile

Jon Meyer

Principal, President, Wealth Management and Wealth Partner

BGM

United States, Minnesota, Minneapolis

About Me

Jon T. Meyer, CFP®, is the President and Wealth Partner with BGM Wealth Partners, a fee-only Registered Investment Advisor that provides comprehensive wealth management solutions for entrepreneurs, executives and other high-net-worth individuals. BGM Wealth cultivates long-term relationships with clients to help them realize their ultimate financial goals. As COO, Jon oversees the firm’s day-to-day operations and works directly with clients. Jon is a member of the firm’s investment committee and a co-founder of Cornerstone Private Asset Trust Company, LLC, which provides trust services. Jon holds a B.A. in political science from the University of Minnesota, Morris, and is a CERTIFIED FINA

View more

Profile Information

Principal, President, Wealth Management and Wealth Partner

BGM

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Minneapolis

Minnesota

United States

Aug 31, 2025

More profiles to browse

Profile Photo
Bill Friederichs
Financial Advisor
Profile Photo
Sara Maloney
Chief Financial Officer
Profile Photo
Katie Frazier
Wealth Partner, Chief Compliance Officer & Chief Operating Officer, Financial Advisor, Wealth Management

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners