NettWorth Financial Group

Specialties

*Retirement Income Distribution

*Insurance

*Investing

*Retirement

*Estate Planning

*Wealth Preservation

Meet the Business Owner

Jon L. B.

Business Owner

Jon graduated from the University of California, Los Angeles and began his financial services career at Morgan Stanley Dean Witter. Jon enjoyed 6 years with Morgan Stanley and another 7 years with Citi Personal Wealth Management before opening his own firm, JLB Financial, Inc. Jon’s securities licenses include a Series 7, 63 & 65 and a California Insurance License, #CO88392.

«In the 14 years that I have been in this business, each one of my clients has made the same demand „Don’t lose my hard earned money!“ And because my career has coincided with a couple of major market cycles — the dot​.com bubble during the late 90s, the great recession of 2008 — during which large amounts of wealth were built and large amounts of wealth were lost, I have been well-​trained at the art of preservation of capital.»