Is the owner of MS Capital Management LLC.
Jon began his business career as an entrepreneur at the age of 21 in the state of Arizona right after his graduation from College in West Virginia.
Jon started working with people and their money as an Insurance Agent with the Number ONE Insurer in Arizona in 1981. After growing his individual agency to a record levels he was promoted to Management for the same company. Jon’s affiliation with that company lasted 19 years
MS CAPITAL MANAGEMENT, LLC was created during Jon’s affiliation with a major Investment brokerage firm in 2001.
MS CAPITAL MANAGEMENT is now approaching 10 years in business as an Arizona Registered Investment Advisor
Jon's clients compose a diverse group of individuals, who share a common thread: they trust him to help them make intelligent investment decisions as they work toward their financial goals. His role is one of providing education and consultation on investment alternatives, asset allocation, diversification, risk analysis and the building and accumulation of wealth over the long run. Jon's long term commitment is to his clients and their families, and is built on the strength of mutual trust, clear communication, prudent analysis, common sense and patience.
Jon's clients seek his advice and consultation on a regular basis for all kinds of financial and investment related questions, but his expertise is especially sought during 4 critical life transitions. The four times Jon's clients need his advice and consultation the most are during, 1) Job Change, 2) Death, 3) Divorce, and 4) Retirement. These 4 important life altering events almost always carry significant financial ramifications and require detailed thought, analysis, planning and action. Jon encourages all his clients to contact him to schedule a meeting when any of these four events occur in their life.
Jon believes that nothing about life, or investing, is entirely risk-free. He believes there is no substitute for knowledge, experience or integrity. Jon works to help mitigate investment risk through the use of intelligent asset allocation and carefully diversifying assets. He also strives to match clients with investment opportunities that are appropriate for their capacity for risk. Investment history, net worth and personality significantly influence an individual's investment choices. Thus, Jon believes it is important to take time to get to know each client, and for them to get to know him. Circumstances in life can change one's investment outlook; therefore, Jon encourages active and open communication on a regular basis.
Jon also believes that wealth is built over time. He believes the process of building wealth is founded in the basic fundamental principles of common sense, education, planning, persistence, consistency, logic, action, and desire. Jon strongly believes that the keys to financial security and personal freedom all begin with education, enlightenment and having the right frame of mind.
Jon uses numerous financial tools and techniques to give his clients added value. He believes an important part of his job is to help eliminate the "greed and fear" associated with investing; emotions that lead investors to make bad financial decisions. Jon understands that every client is different, and he helps tailor and build customized investment portfolios to meet the individual needs and risk tolerance of each client.
On the personal side Jon stays busy with his wife Sheri, 5 children, 4 dogs and one cat. Jon Stays fit by walking everyday, practicing yoga and during the winter Jon volunteers with the National Ski Patrol as a SKI-Patroller in the White Mountains of Arizona.
Jon understands your lifestyle and is interested in helping you with your investment needs.
Securities offered through First Allied Securities. A
registered broker/dealer. Member FINRA & SIPC MS Capital Management, L.L.C. is a registered investment adviser in the state of Arizona.
Investment advisory services offered to residents of states in which MS Capital Management, L.L.C. is registered. Neither First Allied
Securities nor Fiserv Securities, Inc. endorses or supports this web site, nor are they affiliated with MS Capital Management, L.L.C. www.finra.org or www.sipc.org