Jon D. Moore, CFP®

Regional Director, Partner

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Jon helps entrepreneurs and family-owned businesses grow, protect, and transition wealth. He coordinates planning across investments, taxes, cash flow, and succession, with an emphasis on clarity, continuity, and long-term family goals.
Before joining EP Wealth, Jon spent more than 20 years working alongside his father at a family-founded advisory firm, where he developed deep experience in multigenerational planning and business transition strategies. He earned a degree from the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Jon’s approach is practical, relationship-driven, and succession-aware. He simplifies complex decisions, aligns stakeholders, and builds actionable plans, believing disciplined planning helps preserve both wealth and family harmony.
Jon grew up in South Florida and has lived in Littleton, Colorado, for over 24 years with his wife, Justan, and their son, Ethan. He enjoys volunteering, playing tennis, and traveling with family.