Jon has been helping clients with their financial affairs since 2001. He joined Blankinship & Foster in 2003 and is one of three principals and owners of the firm. As a lead advisor, Jon specializes in helping busy families bring clarity to their finances. In his role as the firm’s Chief Compliance Officer, Jon is responsible for assuring the firm always upholds its fiduciary duties.
Active in the local community, Jon serves on the Estates and Trusts Council of Rady Children’s Hospital Foundation and on the board of the Southern California Compliance Group. From 2012 through 2019, Jon served as chairman of the board of the Professional Alliance for Children, a public charity he co-founded in 2011. He is a past president of the Financial Planning Association of San Diego.
Jon has been quoted in such publications as The Wall Street Journal, The New York Times, and the Journal of Financial Planning. He lives in Sabre Springs with his wife and daughter. When not working or reading about financial topics, he enjoys outdoor activities, studying martial arts, and playing bass guitar in the surf/rock band, Bandemonium.
What quality of yours makes you best suited for what you do?
I really enjoy explaining financial concepts and educating people. It gives me great satisfaction to help people be empowered to make good financial decisions.
What inspired you to work in the financial industry?
Growing up, I watched my parents strive to build a good life for my siblings and me. I became fascinated with personal finance and with how to grow and preserve wealth.
What’s the best piece of advice you have ever received?
Honor your commitments. Do what you say you will do.