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Jon Schuette has over 25 years of experience and a deep knowledge of investments, insurance products, retirement planning, and financial planning, mostly with Russell Investments.
Jon’s philosophy is to help clients achieve their financial goals and desires both before and during retirement. His customer-centric values focus on integrity, diligence, due care, and the client’s best interests. He accomplishes this by listening, discussing, and creating a plan that targets retirement, risk management, estate planning, and investments.
Jon received his Bachelor of Science in Finance from California State University, Northridge, and his Masters in Business Administration from Cedarville University in Ohio. His licenses include Series 7 and 66, along with life and health insurance licenses.
Jon, his wife, Camille, and their two sons, Adam and Ethan, live in Gig Harbor. His family attends Believers Fellowship Church and enjoys mountain climbing, skiing, and watching and playing soccer. Jon enjoys playing music, going to concerts, and working on challenging home projects.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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