With more than 28 years of experience in financial planning and investment management, Jon Burnett has the accumulated knowledge and perspective to help you with your financial goals. Jon understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jon will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Jon endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investment strategy.
Based on what he learns about you and your goals and an analysis of the current financial markets, Jon designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Jon puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Jon began his career in financial services in 1997 and has previously spent 28 years with previous firms. Today, Jon provides managed money, financial and estate planning through the use of equities, fixed income securities, insurance and 529 education savings plans and more through LPL Financial.
A native of Amarillo, Texas and currently residing in Amarillo, Texas, he is a volunteer with the Pastoral Care Team at Northwest Texas Hospital and serves on the board at Turn Center. Away from the office, Jon also enjoys coaching youth sports, sharing the outdoors with his family and spending quality time with his wife and two children.