Jon L. Bowles
Jon L. Bowles graduated from the University of California, Los Angeles and began his financial services career at Dean Witter which later became Morgan Stanley Dean Witter. Jon enjoyed six years with Morgan Stanley, another seven years with Citi Personal Wealth Management along with 6 1/2 years with the NettWorth Financial Group before continuing with his own firm JLB Financial, Inc.
Jon’s 22 years in the financial services industry has allowed him to work with hundreds of clients to help build and execute comprehensive financial plans. Having worked through two significant financial downturns, he understands the importance of preserving capital for his clients, making it a cornerstone goal in his practice.
Jon is excited to join SFLA where he can combine his passion for finance with his lifelong passion for sports! Jon was an advisor-educator for the Society for Financial Awareness, and the Heartland Institute of Financial Education, two non-profit organizations that provide financial literacy courses to working-class, Southern California families.
Jon enjoys golf, travelling, walking and exercising. He also loves spending time with his family, wife Candis and three children, Quincy, Zachary and Monroe.