Jon Martin CFS

Jon Martin

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Certified Fund Specalist®
Professional Plan Consultant™

  

jonathan.martin@lpl.com

Jon began his career with Steamboat Financial Group in 2006 and has served as the firm’s Vice President since 2011. As a Wealth Advisor at Steamboat, Jon advocates for his clients’ financial goals and dreams. His financial advising philosophy is to educate clients so that everyone understands the approach and meaning behind their investment strategy. Jon believes that the client/advisor relationship has to be founded on trust and respect, which can only be achieved through open and honest dialogue. That is a core belief of Jon as an advisor and of Steamboat Financial as a whole. 

 As an investor, Jon has put his communication and education beliefs into practice with the creation of his 10 Point Investment Management Process. This process helps to design a path tailored to each client and ensures that everyone is on the same page. Mutual expectations are key to a successful client/advisor relationship. 

  Jon holds his Series 7, Series 66 with LPL Financial, Health and Life, and Property and Casualty licenses. In addition, he has a CFS® (Certified Fund Specialist) designation from the Institute of Business and Finance and a PPC™ (Professional Plan Consultant), a designation that signifies a commitment to service excellence, from Financial Service Standards a division of fi360, Inc.

 Jon and his wife Andrea live in Franklin County with their son Maxwell, daughter Ella and two dogs, Mike and Ike. Jon is past president of the Union Area Chamber of Commerce and a past president of the Union Rotary Club. He continues to serve as a Rotary Club board member and is a past member of the City of Union’s Board of Adjustments. 

 Outside of the office Jon likes to be outdoors participating in golf league, hunting and fishing and is very excited for Max and Ella  to be old enough to introduce to the great outdoors.

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