Jon E. Strickland, AIF®

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 50 Institutional Consultants | 2018, 2019, and 2020 (Team Strickland)
  • Financial Times 401 Top Retirement Plan Advisor | 2020
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)

Memberships

  • Board of Directors, East Carolina University

News & Resources

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