Jon Meyer

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Personal Finance, Retirement, Small Business
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“I believe that quality of life means far more than just a return on investment, and that money only adds to life when it helps you achieve your vision.”
Firm:

BGM Wealth Partners

Job Title:

Wealth Partner and COO

Biography:

Jon T. Meyer joined BGM Wealth Partners as a partner in June 1999. Today, Jon is Chief Operating Officer of the wealth management firm, handling day-to-day operations, coordination of all client issues and long-term strategy. As the Investment Manager, he 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 Crosier Seminary Preparatory High School. Outside of the financial world, Jon is married with four children. He enjoys golfing, cooking, reading, traveling and running, and has participated in three marathons.

Download my free Diversifying Business Wealth ebook to help protect the life you built.

Assets Under Management:

$300 million

CRD Number:

2405548

All Articles
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July 2017
    Retirement Plans, 401(k), Stocks
July 2017
    Small Business, Small Business Financing
July 2017
    Retirement, Retirement Living
May 2017
    Retirement Savings, Retirement Plans, Taxes
July 2017
    Career / Compensation, College Tuition

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