Jon Albright, Financial Advisor located in Austin, TX

Financial Advisor
Jon Albright

CFP®, CEPA®
1501 S Mopac Expy #310, Austin, TX 78746opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Running
  • Podcasts
  • Reading
  • Community Outreach

Team Members

  • Delaney Baker
    Registered Branch Associate
    AAMS®
  • Melliza Fuentes
    Sr. Branch Office Administrator
    FPQP®
  • Kari Cullip
    Sr. Branch Office Administrator
  • Felicia Schwartz
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(512) 312-2840

Fax

(866) 462-7295

Office Address

1501 S Mopac Expy #310
Austin, TX 78746opens in a new window

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