Meet the Heights Wealth Team

jon@heightswealth.com

Jon began his career as a Financial Advisor in 2012 by successfully opening and operating an Edward Jones office in Peoria, IL. He then joined a team at Morgan Stanley to build on his experience. In 2016, Jon became an independent advisor in order to deliver the best possible products and services to his clients. In 2021, he founded Heights Wealth Management. He graduated from Illinois State University with bachelor's degrees in Entrepreneurship and Business Administration.  Jon currently holds his Series 7 and 66 registrations along with Life & Health Insurance license.

Jon is a native of East Peoria, and currently resides in Peoria Heights. He is married to his beautiful wife, Renee has a son, Will (born Jan 2021), daughter, Pearl (born Jan 2023) and his dog, Gus. He is very active in the community, being past Vice President of Peoria Crime Stoppers, past President of Peoria Grand Prairie Kiwanis Club, member of Young Professionals of Greater Peoria, The Salvation Army, Peoria Heights Chamber, along with other volunteer activities throughout each year.

In his free time, Jon enjoys staying active by exercising daily, playing a number of different sports, boating, traveling when he gets the opportunity, doing house projects, and just spending quality time with his family.

                                         tina@HEIGHTSWEALTH.COM

Meet Tina Broyles, our Office Administrator. She has 35 years of experience as an Office Receptionist/Administrator, with most of that time in the investment industry.

She resides in Bartonville with her spouse Jerry, and has two grown daughters. In her free time, she enjoys spending time with her grandkids, friends, and the campgrounds in the summer. 

Heights Wealth Management is an independent office, but that does not mean we are alone. We are a member of Advisor Nation, which is a private, invite-only group of the most elite Financial Advisor Fiduciaries in the country. 

Advisor Nation is a community of over 100 practicing independent financial advisors, who network together to create and share valuable business building inspiration and solutions . They have developed a platform designed to facilitate systematic engagement in their network of advisors. Consistent peer interaction is delivered via bi-monthly webinars, invitation only industry events, personal consultations and our online resource center. Advisor Nation members remain independent, but no longer have to face the challenges of the financial services industry alone.