3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
- With CAPTRUST Since 2004
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Jon E. Strickland, AIF®
Principal,
Financial Advisor
- Zebulon, NC
- Caddy for Life: The Bruce Edwards Story | The Blindside
- My two deceased grandfathers and my dad
- Success in life is earned, not given.
- Perserverance, honesty, and patience
Financial Advisors
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.
Education
- 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®
Awards & Recognition
- Barron’s Top Institutional Consultants | 2018, 2019, 2020, 2021, and 2022 (Team Strickland)
- Financial Times 401 Top Retirement Plan Advisor | 2020
- NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Raleigh)
Memberships
- Board of Directors, East Carolina University
News & Resources
Resources
Resources
4 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
Announcements
7 months ago
CAPTRUST Named Largest RIA for Seventh Year
CAPTRUST was named the largest registered investment advisor (RIA) by...
Resources
7 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
