AeroLeads people directory · profile
Jon P. Email & Phone Number
Director of Business Development
at
Source Advisors
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Business Development
Location
Fort Worth, Texas, United States
Company size
Who is Jon P.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jon P. is listed as Director of Business Development at Source Advisors, a with 1 employees, based in Fort Worth, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jon P..
Jon P. previously worked as Director of Business Development at Pinnacle Advisory Group, Llc and Vice President of Sales at Tag Employer Services. Jon P. holds Bachelor'S Degree, Business Administration And Management, General from University Of North Texas.
Company email context
Email format at Source Advisors
This section adds company-level context without repeating Jon P.'s masked contact details.
Source Advisors
Review company-level records connected to Jon P. before choosing the right outreach path.
Profile bio
About Jon P.
20 years of experience in Federal / State & Local Tax services including R&D Federal Tax Credits, Cost Segregation Studies,179D & 45L Energy Studies, coupled with Sales & Use Tax Audit Defense, Sales & Use Tax Recovery, Compliance & Consulting.
Current workplace
Jon P.'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 22 years
Jon P. work experience
A career timeline built from the work history available for this profile.
Director Of Business Development
CurrentFounded as LIFO Systems in 1983, Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D), and LIFO inventory solutions for more than 39 years.
Sep 2022 - Present
Director Of Business Development
Pinnacle Advisory Group is a specialty tax consulting firm, working directly with business owners and their CPA's to secure Federal tax credits and incentives. Pinnacle's primary area of focus pertains to R&D Federal Tax Credits, Cost Segregation and Energy Efficient Deductions.
Jan 2020 - Aug 2022
Vice President Of Sales
Tag Employer Services
TAG Employer Services is a cutting-edge Administrative Services Organization dedicated to streamlining and simplifying critical Payroll, Worker’s Comp, HR, Benefits and related employee administration for small businesses.
2018 - Jan 2020
Director
BMS CAT offers restoration and reconstruction services to customers all over the world.
2015 - 2017
~2 yrs
Manager
Southcrest Consulting Llc
Southcrest Consulting specializes in Audit Defense and Refund Recovery of sales and use tax.
2011 - 2015
~4 yrs
Manager
CTMI, LLC is an Indirect Tax, Expense and Audit Solutions Consulting Firm Since 1988.
2005 - 2011
~6 yrs
1 education record
Jon P. education
FAQ
Frequently asked questions about Jon P.
Quick answers generated from the profile data available on this page.
What company does Jon P. work for?
Jon P. works for Source Advisors.
What is Jon P.'s role at Source Advisors?
Jon P. is listed as Director of Business Development at Source Advisors.
Where is Jon P. based?
Jon P. is based in Fort Worth, Texas, United States while working with Source Advisors.
What companies has Jon P. worked for?
Jon P. has worked for Source Advisors, Pinnacle Advisory Group, Llc, Tag Employer Services, Bms Cat, and Southcrest Consulting Llc.
How can I contact Jon P.?
You can use AeroLeads to view verified contact signals for Jon P. at Source Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jon P. attend?
Jon P. holds Bachelor'S Degree, Business Administration And Management, General from University Of North Texas.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jon P. you were looking for.
View similar profiles
