Jon Zimmerly brought 14 years of industry experience, ranging from service and operations management to transitions and relationship management, to EP Wealth Advisors when he joined the team in 2021. Jon’s previous transition-related responsibilities included roles at First Allied Securities, Inc. and TD Ameritrade Institutional. He takes satisfaction in applying his broad skillset to enhance the process of cultivating and integrating new relationships. After hours, Jon enjoys spending time with family and friends, grilling, photography and all other things San Diego. He also has served as a volunteer for Urban Angels, helping serve daily meals to residents of PATH Connections, a transitional housing facility located in the Downtown San Diego area.
San Diego State, Bachelor’s Degree in Economics