Jon E. Strickland, AIF®

Financial Advisor

Education & Other Highlights

Jon Strickland is an institutional retirement plan advisor based in Raleigh, NC.

Jon joined CAPTRUST in 2004 as principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Jon served as a financial advisor with Edward Jones. He is certified as an Accredited Investment Fiduciary (AIF®) by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz School of Business.


  • Bachelor of Science degree in accounting and finance from East Carolina University – College of Business
  • Master of Business Administration degree in finance and financial management services from East Carolina University

Industry Designations

  • Accredited Investment Fiduciary®


  • Board of Directors, East Carolina University

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2018, 2019, 2020, 2021, 2022, 2023 (Team Strickland)
  • Financial Times 401 Top Retirement Plan Advisor | 2020
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Raleigh)


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