Jonathan DeMoss - Senior Wealth Advisor

Jon DeMoss

In by Mission Wealth

Image

Jon DeMoss

CFA®, CFP®

Senior Wealth Advisor

Minneapolis, Chicago, St. Charles

630-923-7473

CONTACT JON

"My passion in life is helping individuals accomplish their personal financial goals as smooth as possible."

Jon DeMoss is a Senior Wealth Advisor at Mission Wealth, serving the Minneapolis and Chicagoland area. He provides tailored financial planning, investment management, estate planning, and tax strategy solutions to business owners, professionals, and retirees. Jon's commitment to building long-lasting relationships with his clients is reflected in his personalized approach to wealth management. He leverages his expertise to help clients achieve their financial objectives, by taking the time to understand their unique needs and goals.

"My passion in life is helping individuals accomplish their personal financial goals as smooth as possible."

Jon DeMoss is a Senior Wealth Advisor at Mission Wealth, serving the Minneapolis and Chicagoland area. He provides tailored financial planning, investment management, estate planning, and tax strategy solutions to business owners, professionals, and retirees. Jon's commitment to building long-lasting relationships with his clients is reflected in his personalized approach to wealth management. He leverages his expertise to help clients achieve their financial objectives, by taking the time to understand their unique needs and goals.

Learn About Jon DeMoss

Professional Background

Prior to joining Mission Wealth, Jon DeMoss worked for Advance Capital as a Financial Advisor specializing in retirement planning and investment management services to corporate executives and members of employer-sponsored pension and 401k plans. Before becoming a financial advisor, Jon was an advisor consultant responsible for distributing options-based and intelligent index based Exchange Traded Funds.

Jon holds a Bachelor of Arts degree in Business Economics from Wheaton College. He is also a CERTIFIED FINANCIAL PLANNER™ and holds the Chartered Financial Analyst designation.

Personal Pursuits

Jon is proud to call Wheaton, IL home where he resides with his bride, Becca, and their four children. The DeMoss family is active in their community and are members at College Church in Wheaton, IL. Jon's grandfather was the Head Football Coach at Purdue University making Purdue Basketball and Football a staple in the DeMoss household.

Awards and Recognitions

*for award disclosures and methodology, visit awards & rankings

Spotlight on Andy Penso

Mission Wealth Success Story

A fee and value conscious investor was reluctant to adopt a one-size fits all approach. Mission Wealth used alternatives in the Private Credit and Private Real Estate sectors in order to build a custom, high-yielding portfolio. Additionally, a portion went into Middle Market Loans to small and mid-cap companies. Both strategies utilized short-term and floating-rate loans with competitive risk-adjusted yields. These provided a nice compliment to an individual bond ladder, traditional high yield, and floating rate fixed income.

In the News

Market Update 121824

Mission Wealth Market Update 12/18/24

In the last FOMC meeting of the year, the Fed cut the fed funds rate by 0.25% and revised its expectations for future rate cuts in 2025.
Blog Article: United States Debt How High Can It Go Before It’s No Longer Sustainable

United States Debt: How High Can It Go Before It’s No Longer Sustainable

Founder Brad Stark provides an editorial piece on the US debt-to-GDP ratio and the future economic indicators we should look for.
Evaluating Homeowners’ Insurance Carriers and Coverage

Evaluating Homeowners’ Insurance Carriers and Coverage

If your insurance premiums have increased and your are considering changing providers, here are some steps you can follow before contacting potential insurers.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US