CoverProfile

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
View more

Profile Information

Principal, President, Wealth Management

BGM

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Minneapolis

Minnesota

United States

May 15, 2024

More profiles to browse

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

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University