4 months ago
Barron’s Honors 11 CAPTRUST Advisor Teams
We are pleased to announce 11 CAPTRUST advisor teams have...
- With CAPTRUST Since 2004
- 919.870.6822
-
4208 Six Forks Rd.
Suite 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 is a retirement plan advisor based out of Raleigh, NC.
Jon joined CAPTRUST in 2004 as principal, 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)
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)
Memberships
- Board of Directors, East Carolina University
News & Resources
Announcements
Resources
4 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Announcements
5 months ago
Top DC Honors from NAPA
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST...
Fiduciary Update
9 months ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...