Jon is a registered investment adviser with experience in assisting businesses with their retirement plan benefits, such as a 401(k) plan and other structured business retirement benefits including SEPs and SIMPLE plans, deferred compensation plans, and ESOPS.

Jon works with both the business owner and the employees to insure both understand their retirement plan.  Jon connects with business owners on a regular basis to review plan structure and investment options offered within the plan. In addition, he meets with company employees on a regular basis to help them enroll in their company plan and answer any questions they may have.

In his spare time, Jon likes to fly fish, hunt and play golf.

Professional Data

• Wharton School of Business, awarded Retirement Plan Associate designation
• Business Education Partnership Council, Co-Chair

LICENSES

• Advisory
  Licensed in 2001
  Investment Adviser Representative with Wisconsin Wealth Advisors, LLC
  Series 65

Community Involvement

• Trout Unlimited Life
  Member
• Project Healing Waters
  Instructor
• Veterans on the Fly
  Instructor
• Annual Fly Fishing Clinic for Parkinson’s Disease
  Lead Instructor

To contact Jonathan email him at jonathan.hill@wiwealthadvisors.com or call him at 608-837-9099.