Jon Helm - Senior Wealth Manager, Raymond James Ltd.

Years of experience: 17

Investor & VCMarketingActor📝 Influencer or BloggerSales & BizDevConsulting

Trusted by top professionals

Robin Granger
Branch Manager @Raymond James Ltd.
Verified
Jon is a consummate professional who always puts his clients first. His dedication to his craft is evident in his commitment to continuously enhancing both his client service and investment expertise.

Trust Score

Exceptionally trusted; proven professional excellence.

90%

Jon's Career Path

Jun. 2023 -
Present

Wealth Connection PodcastHost

I'm joined by guests from across industry to delve into market history, provide financial education, and generally pontificate about what is going on and what could happen in financial markets. Available only on Spotify.

Nov. 2022 -
Present

Raymond James Ltd.Senior Wealth Advisor

Victoria, British Columbia, CanadaContact me today to work with a team that will be here for you throughout your retirement! Visit www.helmfinancial.ca to see how we can partner together

Nov. 2018 -
Oct. 2022

Sun LifeAdvisor

Victoria, British Columbia