Jon Bacon, Cfp® Email & Phone Number

A challenge. That’s what I remember about the day I took an interest in the stock market. To quell my gripes of boredom, my dad tossed a copy of The Wall Street Journal into my lap and challenged me to be the first kid at school to make a million dollars. I’m still working on winning that challenge—but that day, I realized something more important. I discovered the power of the markets, and how the right investment strategy can have a positive impact on people’s financial lives. And that’s what I’m privileged to do every day as a Wealth Advisor with EP Wealth Advisors.At EP, I focus on educating and coaching my clients to reduce their financial stress and make them feel more confident about their money. I work with clients from all walks of life, including millennials & Gen X'ers professionals and folks approaching retirement. Specifically, my areas of expertise are financial, estate and retirement planning; investment management and generational wealth transfer. I have seen firsthand the life-changing results that come from pairing people’s financial goals with a personalized plan and sophisticated wealth management. When my clients walk away from our meetings feeling more empowered and positive about their finances, I know I’ve done my job, the right way.I am proud to be a CERTIFIED FINANCIAL PLANNER™ professional and hold the Series 65 license. I graduated from the University of Colorado at Boulder with a bachelor’s degree in Political Science. Outside of my work as a wealth advisor, I’m also proud to be an Eagle Scout and have continued to bring my passion for service to my community and to my work with clients.

Listed skills include Financial Planning, Wealth Management, Investment Advisory, Program Development, and 33 others.

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  University Of Colorado At Boulder

  Political Science