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Jon E. Strickland, AIF®Senior Vice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Jon joined CAPTRUST in 2004 as senior vice president, 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 - College of Business

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary (AIF®)

MEMBERSHIPS

  • Board of Directors at East Carolina University

AWARDS AND RECOGNITION

  • 2018 Barron's Top 50 Institutional Consultants

Personal Profile

Hometown:
Zebulon, NC
Favorite Book or Movie:
Caddy for Life: The Bruce Edwards Story and The Blindside
Ideal Dinner Guest:
My two deceased grandfathers and my dad
Words to Live By:
Success in life is earned, not given
Qualities I Admire in People:
Perserverance, honesty, and patience