With over 20 years as a Financial Representative, Jon is committed to providing each of his clients with strong, successful financial solutions that are individually tailored to their particular needs and goals. Whether you are concerned for your own financial needs, those of your family, or your business, he can help you identify your needs and provide complementary solutions. His mission is to develop enduring relationships with his clients by providing respectable guidance for a lifetime of financial stability. Backed by the strength of Foster Klima & Company, Jon will provide you with a balanced approach to achieving your goal of financial independence, assuring that your intentions have been understood and your needs are being addressed. When it comes to implementing solutions, the full capabilities of Foster Klima are leveraged to provide you with exclusive access to a comprehensive variety of products and services.
Born in Minneapolis, Minnesota Jon is a graduate of Colorado College with a degree in political science and mathematics. He currently resides with his wife and two children in Edina, Minnesota. When he is not helping his clients achieve financial stability Jon enjoys golf, travel, theater, sporting events and most importantly, spending time with his family.
Products & Services
Asset and Income Protection
Wealth Accumulation
Wealth Distribution
Retirement Planning
Trust Services
Estate Planning and Analysis
Education Funding
Executive and Employee Benefits
Business Planning and Continuation
Charitable Giving
Investment Strategies
Financial Planning
Debt Management Strategies
Community Participation
NAIFA
Education
The Colorado College
Bachelor of Arts
Major: Political Science
Minor: Math
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0I17753.