3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- 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, and 2021 (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
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
