Jonathan Wasey is an LPL Financial Advisor for SECU Financial Partners where he focuses on providing a holistic approach to financial planning, which offers a partnership between advisor and credit union members in support of their overall financial and personal goals. Jon, a CERTIFIED FINANCIAL PLANNER™ professional, has more than 25 years of experience in the financial services industry working within the Baltimore–Washington metropolitan area.
Prior to joining SECU Financial Partners, Jon spent 10 years at BB&T, now Truist, as a wealth advisor, working within their wealth management group. There he worked with high net worth clientele providing an array of financial services including banking, strategic credit, personal and business lines of insurance, portfolio management, and financial planning including estate strategies.
Before joining BB&T, Jon worked with SunTrust for more than nine years as a client advisor in the medical and legal specialty field, assisting attorneys and doctors with financial planning, investment management, and business services. He also held the role of insurance specialist and regional sales manager for several. Prior to working with SunTrust, Jon partnered with American Express Financial Advisors, now Ameriprise Financial, for more than five years to develop a thriving investment advisory practice. During his time with American Express, Jon focused on portfolio management through diversification and varied asset allocation strategies. He provided dependable retirement, insurance, and estate planning for his clientele.
Jon is a graduate of Penn State University and also holds an executive certificate in financial planning from Georgetown University’s center for professional development. He also maintains his Series 7, 63, and 65 registrations held with LPL Financial and Life & Health, Variable Annuities Licenses.
A native of Maryland, Jon currently resides in Clarksburg, Maryland with his wife and two children. He and his family enjoy spending time on the Eastern Shore participating in water sports and outdoor activities, including exercising and riding bikes. Jon is excited to work with SECU members to develop strategic financial plans and help them pursue their most ambitious financial goals.
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