

Jon Meyer
Principal, President, Wealth Management
BGM
United States, Minnesota, Minneapolis
About Me
Jon T. Meyer joined BGM as a partner in June 1999. Today, Jon is President of BGM’s wealth management division, handling day-to-day operations, coordination of all client issues and long-term strategy. As BGM President and Certified Financial Planner, Jon is responsible for the individual client portfolios and is a member of the investment committee. Jon is also a co-founder of Cornerstone Private Asset Trust Company, LLC, which provides trust services. Jon has been quoted on practice management and financial planning issues in the Journal of Financial Planning, Financial Advisor, Minneapolis Star Tribune, The Wall Street Journal and USA Today. He was born in Melrose, Minnesota, and attended
Profile Information
Principal, President, Wealth Management
BGM
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Minneapolis
Minnesota
United States
May 15, 2024
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