Jon Whited, Financial Advisor located in Eagle, ID

Financial Advisor
Jon M Whited

CFP®, ChFC®, CLU®
2025 E Riverside Dr Ste 100, Eagle, ID 83616opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Physicians
  • Business Retirement Plans
  • Retirement Income Strategies
  • Navigating Loss of Spouse

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Personal Interests

  • Mountain Biking
  • Wine Collecting/Enthusiast
  • Hiking
  • Scuba Diving
  • Snowboarding

Team Members

  • Kaylee Corpin
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(208) 994-4420

Fax

(877) 545-5342

Office Address

2025 E Riverside Dr Ste 100
Eagle, ID 83616opens in a new window

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