Jon has more than 20 years of experience in the investment management field, including acting as Chief Investment Officer for Planning Solutions Group, which merged with Wealth Enhancement Group in 2019. His background also includes working as a research analyst, where he recommended securities to be included in client portfolios. Jon has provided investment advice to a variety of clients including members of large asset management and mutual fund companies, state retirement funds and hedge funds. He resides in Towson, MD with his wife and two sons.
- BA, Johns Hopkins University
- Chartered Financial Analyst®
- Five Star Wealth Manager (2019, 2021)*
The Giordani-Boyd-Knowles Financial Advisory Team is located in our Fulton, MD office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
* Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 or 2021 FIVE STAR Wealth Managers.