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  • With CAPTRUST Since 2004
  • 919.870.6822
  • 4208 Six Forks Road, Suite 1700 Raleigh, NC 27609

Jon E. Strickland, AIF®

Jon E. Strickland, AIF®

Senior Vice President,
Financial Advisor

  • Zebulon, NC
  • Caddy for Life: The Bruce Edwards Story | The Blindside
  • My two deceased grandfathers and my dad
  • Success in life is earned, not given.
  • Perserverance, honesty, and patience

Financial Advisors

Jon is a retirement plan advisor based out of Raleigh, NC.

Jon joined CAPTRUST in 2004 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Jon served as a financial advisor with Edward Jones. He is certified as an Accredited Investment Fiduciary (AIF®) by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz School of Business.

Education

  • Bachelor of Science degree in accounting and finance from East Carolina University – College of Business
  • Master of Business Administration degree in finance and financial management services from East Carolina University

Industry Designations

  • Accredited Investment Fiduciary®

Awards & Recognition

  • Barron’s Top 50 Institutional Consultants | 2018 and 2019 (Team Strickland)

Memberships

  • Board of Directors, East Carolina University

News & Resources