Before any talks of financials occurred, Jonathon took the time investing in building a relationship with my family. To fully understand what we wanted our future to be with our finances. It's not uncommon for us not to receive a text or a call asking how everyone is doing along with updates with the market. Thank you very much, Jonathon
Jon DeMoss CFA®, CFP®
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
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?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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’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 & Designations
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Barron’s Top 100 Best Registered Investment Advisors in U.S.
Issued by Barron’s Magazine | Jan 2021
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*for award disclosures and methodology, visit awards & rankings
Media & Speaking Engagements
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Here's what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs (opens in a new window)
CBS News Minnesota | April 2025
Awards & Designations
-
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
-
Here's what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs (opens in a new window)
CBS News Minnesota | April 2025
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 DeMoss and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
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