Jon Wells Email and Phone Number

Jon Wells is a Senior Consultant at Envision Financial Transparency, LLC at Envision Financial Transparency, LLC. He possess expertise in mathematics, investments. Colleagues describe him as "Jon is an amazing colleague and is a major asset to wherever he works. His work ethic is iconic and he can always be relied upon to cary his weight and more. He has extensive knowledge and experience in asset and portfolio management. Jon is also a great leader and is well suited and seasoned for managing and mentoring others. " and "Jon Wells worked for me and along side me for a number of years at CSSC Brokerage Services, Inc. where I served as Co-President and CSSC Investment Advisory Services, Inc. where I served as Senior Consultant. He is an individual capable of adding significant value through independent thought and attention to detail, while at the same time able to execute tasks as outlined. He proved to be among the most dependable individuals on staff and I feel very comfortable saying that wherever he… Show more"