Jonathan Becker joined the firm in 2016 bringing with him over 3 years of experience in the financial service industry with a strong background in protection planning. In his role, he works closely with the firm’s advisors and is responsible for collecting, tracking and monitoring related data, preparing presentation materials, and assisting with portfolio management. Jon currently holds a California Life & Health license, as well as a Series 6 investment license.
Jon is a Bay Area native born and raised in Burlingame, California. He graduated from Serra High School in San Mateo and went on to attend Trinity University in San Antonio, Texas. He graduated in 2011 with a degree in Business with a concentration in Marketing.
While attending Trinity University, Jon played for the men’s soccer team, served as the student assistant coach, and was a founding member of Pi Kappa Alpha Lambda Sigma Chapter.
Jon currently resides in Millbrae, California. He is an elder of the First Presbyterian Church of Burlingame and has been a youth volunteer for over three years. Outside of work, he enjoys outdoor adventures such as hiking, backpacking, and sailing. Jon is also a huge fan of soccer, and he enjoys rooting his two favorite teams, Everton and Barcelona.
Jonathan Becker contact information
• Phone: 650.362.5218
• Fax: 650.362.5293
• Email: [email protected]