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Jon Peyton Email & Phone Number
Managing Partner
at
Sell Side Securities™
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Partner
Location
Ashburn, Virginia, United States
Who is Jon Peyton? Overview
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Quick answer
Jon Peyton is listed as Managing Partner at Sell Side Securities™, based in Ashburn, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Jon Peyton.
Jon Peyton previously worked as Founder | Principal Consultant at Value Creation Consultancy™ and Founder | Chief Market Strategist | Senior Portfolio Manager at Different Investments™. Jon Peyton holds Executive Mba from George Mason University.
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Sell Side Securities™
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Profile bio
About Jon Peyton
Building a business is a journey filled with dedication & sacrifices, often leaving you wondering if your choices are right. Furthermore, leading & growing a company presents numerous challenges, both personal & professional, that aren't taught in school.Consider this: less than 2% of business owners make over $500,000 annually, & less than 4% make over $250,000. And to throw salt in the wound, 70% of businesses never sell! Would you still sacrifice your goals knowing these stats? The good news is, you don’t have to be a statistic. You can be among the few who achieve both personal & professional success.Success requires strategy, patience, delegation, & trust. If you're an entrepreneur or executive focused on building a company, maximizing returns & preparing for a profitable exit - my ecosystem is designed for you.Twenty years ago, I entered the financial industry to solve complex planning needs. Since then, my team & I have guided thousands of clients through intricate personal & business planning issues. I identified five key challenges our clients face:→ Understanding personal financial goals & their connection to business objectives.→ Deciding when to withdraw money for personal goals versus reinvesting in business growth.→ Managing tax and estate concerns for both personal & business interests.→ Grasping the importance of Value Creation in selling a business.→ Answering "What's next?" for entrepreneurs and executives post-exit.To address these challenges, I created an ecosystem of companies: C-Suite Planning™, Different Investments™, & Value Creation Consultancy™. Each entity supports entrepreneurs & executives, in specific areas like personal planning, scaling & selling businesses, & investing in public & private markets.Whether you manage a department or lead an organization, balancing these goals is crucial for determining success.If you need help with:→ Complex financial planning → Reducing tax liabilities→ Discovering better investment opportunities → Scaling a business for an eventual sale→ Selling a business to achieve personal financial goalsSend me a DM here with the message "I need help." I will personally respond & arrange a meeting to explore how my team and I can support you.C-Suite Planning™ is a registered trade name of Different Investments LLCDifferent Investments 𝐿𝐿𝐶 𝐴 𝑅𝑒𝑔𝑖𝑠𝑡𝑒𝑟𝑒𝑑 𝐼𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝐴𝑑𝑣𝑖𝑠𝑜𝑟𝑇ℎ𝑖𝑟𝑑-𝑝𝑎𝑟𝑡𝑦 𝑝𝑜𝑠𝑡𝑠 𝑓𝑜𝑢𝑛𝑑 𝑜𝑛 𝑡ℎ𝑖𝑠 𝑝𝑟𝑜𝑓𝑖𝑙𝑒 𝑑𝑜 𝑛𝑜𝑡 𝑟𝑒𝑓𝑙𝑒𝑐𝑡 𝑡ℎ𝑒 𝑣𝑖𝑒𝑤𝑠 𝑜𝑓 Different Investments™ or Value Creation Consultancy™
Current workplace
Jon Peyton's current company
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12 roles
Jon Peyton work experience
A career timeline built from the work history available for this profile.
Managing Partner
CurrentAt Sell Side Securities™, we specialize in delivering exceptional sell-side advisory services for private investors navigating the secondary market. Our proprietary process, "The Modern Handshake Deal™," combines advanced methodologies, human relationships, and tailored strategies to help you optimize the value of your investments. Whether you're looking.
Jan 2024 - Present
Founder | Principal Consultant
CurrentValue Creation Consultancy™ is a firm created for the business owners interested in building their business with the inevitable goal to exit in the future. The team of in-house professionals and those in the Value Creation Network™ support businesses through each stage of Value Creation!
Jan 2021 - Present
Founder | Chief Market Strategist | Senior Portfolio Manager
CurrentOur team supports clients looking for active investment management and private placement investments. Our proprietary investment research process along with the combination of public & private investments allows our team to pursue superior long term returns. Our investment approach includes:➡️ Tactical Trading Strategies➡️ In-house Active Investment.
Apr 2021 - Present
Founder | Executive Wealth Manager
CurrentOur team supports clients with Executive Financial Planning, Exit Planning, Divorce Financial Planning, and Special Needs Financial Planning. We use multiple proprietary processes to create customized personal financial plans specifically designed for those with the most complex planning needs. Our plans cover:➡️ Cash Flow Analysis➡️ Cash Management.
Apr 2021 - Present
Co-Founder
Current
Horizon Ridge Wealth Management
Registered Investment Advisor - now doing business as Different Investments™
Oct 2016 - Present
Jon Peyton
Current
Jonpeyton.Com
Jan 2018 - Present
Founder | Owner
Current
Horizon Ridge Global, Llc
Jan 2016 - Present
Investment Management | Wealth Manager
➡️ Advised on $175 million of client investment assets.➡️ Established financial targets and progress reporting for executive clients.➡️ Collaborated with cross-functional teams to establish performance processes for members within Wealth Management.➡️ Designed, developed, and disseminated intricate investment, income tax, estate planning, protection, and.
Dec 2012 - Oct 2016
Investment Management | Director
Capital Fiduciary Advisors, Llc
➡️ Coordinated strategic partnerships with organizations to foster organic and external portfolio growth.➡️ Established a new way to integrate client andprospect data, monitor and record high impact marketing events, and track firm level P&L.➡️ Created marketing campaigns to increase brand awareness to ultra-high net worth prospective clients.➡️ Assisted.
Jan 2012 - Dec 2012
Investment Management
➡️ Guided 450 high net worth clients in areas of tax planning, estate planning, protectionplanning, retirement planning, income and investment planning.➡️ Developed customized complex estate, tax, distribution, and retirement strategies.➡️ Designed tactical asset allocation investment portfolios using proprietary portfoliomanagement tools.➡️ Analyzed and.
Oct 2006 - Jan 2012
Investment Management | Financial Planner
Dec 2004 - Oct 2006
3 education records
Jon Peyton education
Executive Mba
George Mason University
Executive Certificate In Financial Planning, Financial Planning
Georgetown University School Of Continuing Studies
Bachelors, Economics
George Mason University
FAQ
Frequently asked questions about Jon Peyton
Quick answers generated from the profile data available on this page.
What company does Jon Peyton work for?
Jon Peyton works for Sell Side Securities™.
What is Jon Peyton's role at Sell Side Securities™?
Jon Peyton is listed as Managing Partner at Sell Side Securities™.
Where is Jon Peyton based?
Jon Peyton is based in Ashburn, Virginia, United States while working with Sell Side Securities™.
What companies has Jon Peyton worked for?
Jon Peyton has worked for Sell Side Securities™, Value Creation Consultancy™, Different Investments™, C-Suite Planning™, and Horizon Ridge Wealth Management.
How can I contact Jon Peyton?
You can use AeroLeads to view verified contact signals for Jon Peyton at Sell Side Securities™, including work email, phone, and LinkedIn data when available.
What schools did Jon Peyton attend?
Jon Peyton holds Executive Mba from George Mason University.
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