Portrait of Jon DeMoss

Jon DeMoss CFA®, CFP®

Senior Wealth Advisor

Based in Lisle, Jon helps individuals and families navigate retirement, major life transitions, tax planning, estate decisions, concentrated stock, and complex risk management needs

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

Who Jon Typically Helps

Pre-retirees and retirees, individuals navigating divorce or the loss of a loved one, executives with concentrated stock or equity compensation, blended families, multigenerational families, individuals with complex tax, estate, or risk management needs

Serving Clients in

Chicago • Wheaton • Naperville • Oak Brook • Orland Park • Minneapolis • Milwaukee • Madison • Communities throughout the Upper Midwest

Available nationwide through virtual meetings

Questions Jon Helps Answer

  • How can I create tax-aware retirement income?
  • What should I prioritize during divorce or after losing a loved one?
  • How can I coordinate estate and legacy planning for a blended family?
  • How should I manage concentrated stock and executive compensation?
  • How can I address insurance, liability, cybersecurity, and fraud risks?

What Clients Say

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, Senior Wealth Advisor

Jon’s Frequently Asked Questions

Jon and his team take a financial director approach, helping coordinate the different areas of a client’s financial life. This may include retirement guidance, investments, customized portfolio strategies, tax planning, estate planning coordination, risk management, and complex family dynamics. Clients can expect personalized guidance designed to bring greater clarity and structure to important financial decisions

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 five 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

  • Barron’s Top 100 Best Registered Investment Advisors in U.S.

    Issued by Barron’s Magazine | Jan 2021

*for award disclosures and methodology, visit awards & rankings

Media & Speaking Engagements

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Request an introduction.

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Request an Introduction
to Jon DeMoss

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jon and Mission Wealth may be the right fit to support your life and financial goals.