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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
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.