Private Wealth Advisor
Summit Advisors At Wjcm Inc.
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Jon Tanner Email & Phone Number
Private Wealth Advisor
at
SUMMIT Advisors at WJCM Inc.
LinkedIn matched
✓ Verified May 2026
2 data sources
Profile completeness 71%
Current company
SUMMIT Advisors at WJCM Inc.
Role
Private Wealth Advisor
Location
Highland, New York, United States
Who is Jon Tanner? Overview
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Quick answer
Jon Tanner is listed as Private Wealth Advisor at SUMMIT Advisors at WJCM Inc., based in Highland, New York, United States. AeroLeads shows a matched LinkedIn profile for Jon Tanner.
Jon Tanner previously worked as Private Wealth Advisor at Summit Advisors and President at Summit Advisory Solutions, Ltd..
Profile bio
About Jon Tanner
Jon D. Tanner, RFC CDFA, is a seasoned financial advisor and the president of SUMMIT Advisory Solutions, Ltd. with over 35 years of experience in all aspects of financial planning, business and asset management. Jon has recently joined forces with William Joseph Capital Management (WJCM), where he continues to bring his extensive expertise to a broader audience.At WJCM, Jon focuses on three key areas:
Current workplace
Jon Tanner's current company
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Summit Advisors At Wjcm Inc.
4 roles
Jon Tanner work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
Current
Summit Advisors
Jul 2024 - Present
President
Summit Advisory Solutions, Ltd.
Providing Financial Planning and Institutional Investment Management Services for individuals and small businesses for over 35 years.Divorce Financial Specialist with extensive training in both Collaborative Divorce, and Mediation.
Jan 1996 - Nov 2024
Oct 2019 - Jun 2024
FAQ
Frequently asked questions about Jon Tanner
Quick answers generated from the profile data available on this page.
What company does Jon Tanner work for?
Jon Tanner works for SUMMIT Advisors at WJCM Inc..
What is Jon Tanner's role at SUMMIT Advisors at WJCM Inc.?
Jon Tanner is listed as Private Wealth Advisor at SUMMIT Advisors at WJCM Inc..
Where is Jon Tanner based?
Jon Tanner is based in Highland, New York, United States while working with SUMMIT Advisors at WJCM Inc..
What companies has Jon Tanner worked for?
Jon Tanner has worked for Summit Advisors At Wjcm Inc., Summit Advisors, Summit Advisory Solutions, Ltd., and Advisorycloud.
How can I contact Jon Tanner?
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