Jon L. Bowles leads JLB Financial in Los Angeles and provides wealth management solutions. He excels in defining tax-favored pathways of portfolio management and works to fulfill clients’ retirement and legacy-building goals. With a client base spanning entrepreneurs and high-net-worth professionals, Jon L. Bowles works closely with Los Angeles business owners to design benefit packages that attract top-level talent.
Additionally, Jon L. Bowles has extensive market experience and carefully calibrates risk exposure, emphasizing the importance of diversified holdings. His accomplishments include successfully managing complex portfolios across a pair of economic downturns. Mr. Bowles actively hedged against losses and found creative ways of preserving core client wealth.
Mr. Bowles spent time at major financial firms such as Citigroup Personal Wealth Management and Morgan Stanley Dean Witter. He earned his bachelor’s degree in history from the University of California, Los Angeles (UCLA) and completed his Certified Financial Planner (CFP) qualifications through the UCLA Extension Program.