Jon Bakalar, CRPC®

Jon Bakalar’s primary focus in his relationships with his clients is to assist in defining their real-life goals and objectives, and developing a plan to achieve these goals. Jon starts by thoroughly assessing the current situation, then he initiates the steps necessary to achieve the defined goals, and finally, he monitors progress through regular meetings to determine if adjustments to the plan are necessary. This is a process which requires a disciplined, long-term approach. Therefore, Jon’s commitment to his current and future clients is to stay the course, to provide a steady hand in uncertain and volatile markets, and to utilize his many years of experience to help Smith Moore’s clients achieve their financial objectives.

Since joining the financial services industry in 2000, Jon has earned the Chartered Retirement Planning Counselor (CRPC®) designation, and he holds his Series 7, 24, 31, 63, and 65 Securities Licenses. In addition, he received the Five Star Wealth Manager Award every year from 2009 to 2012. He graduated from Washburn University with a Bachelor of Business Administration degree.

Jon and his wife, Judy, reside in the Kansas City, KS area. They have three children and three grandchildren.

2018 Third Quarter Newsletter