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Jon M. Speight, CFP®

Jon M. Speight, CFP®

President

A veteran of the financial services industry, Jon Speight brings over 30 years of experience to his clients. Having worked for a number of leading institutions including Fidelity Investments and Charles Schwab & Co., he founded Speight Asset Management to provide clients with a more personalized approach to financial planning.
While Jon provides a spectrum of financial services to his clients, he focuses his expertise on providing custom investment management solutions to successful professionals and retirees. A CERTIFIED FINANCIAL PLANNER™ professional since 2001, he truly enjoys giving clients the tools and strategies to grow and protect their wealth.
Jon graduated from The University of Texas at Austin and currently holds his FINRA Series 65 license. Outside of the office, he enjoys backpacking and hiking in the great outdoors with his wife and their two daughters.