Jon has worked in the investment industry since 1999. He graduated from the University of Florida and entered the investment management arena. He began working as an institutional equity trader for hedge funds, mutual funds and institutional money managers. He then moved to the retail side where he worked as an asset manager for high net worth clients at a local firm. Ultimately he branched out and established the independent advisory firm, Xcel Wealth Management in 2011. His goal is to solely focus on wealth creation for his clients. His experience with equities, bonds, and other advanced strategies bring a unique level of active management and expertise for his clients.