Jon Jakobsen

Jon began his career at AFIN Family Wealth Management as a Junior Financial Planner in June of 2022 and now serves as an Investment Executive. He brings a strong dedication to personalized client care, with a primary goal of making clients feel entirely at home. Jon focuses on guiding them through the complexities of their financial lives in clear, easily understandable ways. He deeply values the financial planning process and believes that a strong, collaborative partnership between advisor and client is the true cornerstone of long-term financial confidence.

 

Building on a solid academic foundation, Jon graduated from Illinois State University in May 2022 with a Bachelor's degree in Finance and a minor in Financial Planning. Born and raised in Elmwood Park surrounded by a large family, he still proudly calls the community home today. Outside of the office, Jon enjoys an active lifestyle and embracing the outdoors. You can often find him taking walks with his dog, Addison, hitting the slopes to ski, hiking with friends, or embarking on travels to discover new places.