Jon Jesse, Cfpc
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Jon Jesse, Cfpc Email & Phone Number

Financial Education Advisor, Senior Retail Management and Trade Show Executive at Spectrum Investment Advisors, Inc.
Location: Mequon, Wisconsin, United States 6 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Spectrum Investment Advisors, Inc.
Role
Financial Education Advisor, Senior Retail Management and Trade Show Executive
Location
Mequon, Wisconsin, United States
Company size
25 employees

Who is Jon Jesse, Cfpc? Overview

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Quick answer

Jon Jesse, Cfpc is listed as Financial Education Advisor, Senior Retail Management and Trade Show Executive at Spectrum Investment Advisors, Inc., a company with 25 employees, based in Mequon, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Jon Jesse, Cfpc.

Jon Jesse, Cfpc previously worked as Financial Education Advisor at Spectrum Investment Advisors, Inc. and Vice President of Industry Development at International Housewares Association. Jon Jesse, Cfpc holds Bachelor'S Degree, Business Administration And Management, General from University Of Wisconsin-Stevens Point.

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Email format at Spectrum Investment Advisors, Inc.

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Spectrum Investment Advisors, Inc.

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Profile bio

About Jon Jesse, Cfpc

Trusted Senior Business Leader, Advisor, Creative Innovator and Retail Executive, with a significant track record of identifying opportunities and developing strategies to maximize financial results. Broad experience in adapting to effectively manage diverse and challenging business situations. Recognized and respected for embodying integrity, collaborative leadership style and attaining superior results.

Current workplace

Jon Jesse, Cfpc's current company

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Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc.
Financial Education Advisor, Senior Retail Management and Trade Show Executive
mequon, wisconsin, united states
Website
spectruminvestor.com
Employees
25
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6 roles · 39 years

Jon Jesse, Cfpc work experience

A career timeline built from the work history available for this profile.

Financial Education Advisor

Current
Spectrum Investment Advisors, Inc.

Advise and educate individuals on financial wellness and retirement strategies during one-on-one employee meetings.

Jun 2022 - Present

Vice President Of Industry Development

International Housewares Association

Rosemont, IL

Responsible for retail trade development along with member and executive services. In addition to retail and buyer related relationships, led multiple trade show programs including education and design initiatives, as well as Show innovation and emerging category exhibits. Led executive networking and education outreach to include leadership conferences.

2016 - Apr 2020

Svp/Divisional Merchandise Manager For Home

Kohl'S Department Stores

Responsible for management of the over $1 billion Housewares category with full financial accountability. Oversaw the development and successful launch of multiple national, private, and exclusive brands including Food Network and Bobby Flay. Successfully managed diverse cross functional teams while creating an infrastructure for future growth including.

2007 - 2011 ~4 yrs

Svp/Dmm - Housewares, Home Decor, And Gift Registry

Kohl'S Department Stores

Promoted to lead the companies second largest merchant division through Kohl's growth and expansion. Responsible for managing 9 distinct merchant categories while successfully establishing multiple new businesses including Gift Registry, Candles, Decorative Accessories, Seasonal Decor, and Gift Electronics. Successfully guided merchant team and vendor.

1995 - 2007 ~12 yrs

Buyer - Tabletop, Seasonal, Home Decor, And Gifts

Kohl'S Department Stores

Hired to develop, negotiate, present, and implement a strategic plan and product mix consistent with the companies aggressive growth initiatives. Established business plan based on competitive analysis, customer insights, store input, and corporate model changes to successfully compete with department and specialty stores. Initiated, developed, and.

1990 - 1995 ~5 yrs

Buyer - Housewares, Tabletop, And Seasonal

Marshall Field'S

Chicago, IL

1987 - 1990 ~3 yrs
Team & coworkers

Colleagues at Spectrum Investment Advisors, Inc.

Other employees you can reach at spectruminvestor.com. View company contacts for 25 employees →

SO Sara Olson Sara Olson Colleague at Spectrum Investment Advisors, Inc. Saukville, Wisconsin, United States, United States View → JK Jerica Keifenheim Jerica Keifenheim Colleague at Spectrum Investment Advisors, Inc. Greater Milwaukee, United States View → BD Blaine Disrud, Cfa Blaine Disrud, Cfa Colleague at Spectrum Investment Advisors, Inc. Brookfield, Wisconsin, United States, United States View → PR Paige Reiskytl Paige Reiskytl Colleague at Spectrum Investment Advisors, Inc. Thiensville, Wisconsin, United States, United States View → PM Paul Minick, Cfp® Paul Minick, Cfp® Colleague at Spectrum Investment Advisors, Inc. Greater Milwaukee, United States View → LL Leah Lang Leah Lang Colleague at Spectrum Investment Advisors, Inc. Milwaukee, Wisconsin, United States, United States View → JM John Miller John Miller Colleague at Spectrum Investment Advisors, Inc. Menomonee Falls, Wisconsin, United States, United States View → SS Scott Schwartz Scott Schwartz Colleague at Spectrum Investment Advisors, Inc. Milwaukee, Wisconsin, United States, United States View → MM Mike Mcdonald Mike Mcdonald Colleague at Spectrum Investment Advisors, Inc. Greater Milwaukee, United States View → EZ Emily Zimmerman Cpfa® Chsa® Emily Zimmerman Cpfa® Chsa® Colleague at Spectrum Investment Advisors, Inc. Milwaukee, Wisconsin, United States, United States View →
1 education record

Jon Jesse, Cfpc education

FAQ

Frequently asked questions about Jon Jesse, Cfpc

Quick answers generated from the profile data available on this page.

What company does Jon Jesse, Cfpc work for?

Jon Jesse, Cfpc works for Spectrum Investment Advisors, Inc..

What is Jon Jesse, Cfpc's role at Spectrum Investment Advisors, Inc.?

Jon Jesse, Cfpc is listed as Financial Education Advisor, Senior Retail Management and Trade Show Executive at Spectrum Investment Advisors, Inc..

Where is Jon Jesse, Cfpc based?

Jon Jesse, Cfpc is based in Mequon, Wisconsin, United States while working with Spectrum Investment Advisors, Inc..

What companies has Jon Jesse, Cfpc worked for?

Jon Jesse, Cfpc has worked for Spectrum Investment Advisors, Inc., International Housewares Association, Kohl'S Department Stores, and Marshall Field'S.

Who are Jon Jesse, Cfpc's colleagues at Spectrum Investment Advisors, Inc.?

Jon Jesse, Cfpc's colleagues at Spectrum Investment Advisors, Inc. include Sara Olson, Jerica Keifenheim, Blaine Disrud, Cfa, Paige Reiskytl, and Paul Minick, Cfp®.

How can I contact Jon Jesse, Cfpc?

You can use AeroLeads to view verified contact signals for Jon Jesse, Cfpc at Spectrum Investment Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Jon Jesse, Cfpc attend?

Jon Jesse, Cfpc holds Bachelor'S Degree, Business Administration And Management, General from University Of Wisconsin-Stevens Point.

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