Jon Bowles is a locally recognized financial Adviser in Pasadena, CA who joined Nettworth Financial Group in the Fall of 2013. Jon’s experience includes 17+ years in the industry, working with hundreds of clients to help build and execute comprehensive retirement plans. Having worked through two significant financial downturns, he understands the importance of preserving capital for his clients, making it a cornerstone goal in his practice.
Whether you are working toward retirement, college planning, or just looking to update existing investment portfolios, Jon can help.
To stay sharp and make sure his clients get the most cutting edge strategies, Jon frequently participates in extensive continuing education programs that helps to insure that he is knowledgeable about the latest financial tools and strategies* in the industry.
Jon graduated from the University of California, Los Angeles and began his financial services career at (Morgan Stanley) Dean Witter. Jon enjoyed six years with Morgan Stanley and another seven years with Citi Personal Wealth Management before joining the NettWorth Financial Group. Jon’s securities registrations include: Series 7, 63 & 65 and California Insurance License, #0C88392.
Jon enjoys golf, traveling, walking and exercising. He also loves spending time with his family, wife Candis and three children, Quincy, Zachary and Monroe.
