Jon T. Meyer, CFP®
Principal, President, Wealth Management
Jon T. Meyer joined BGM as a partner in June 1999. Today, Jon is President of BGM’s wealth management division, handling day-to-day operations, coordination of all client issues and long-term strategy. As BGM President and Certified Financial Planner, Jon is responsible for the individual client portfolios and is a member of the investment committee. Jon is also a co-founder of Cornerstone Private Asset Trust Company, LLC, which provides trust services.
Jon has been quoted on practice management and financial planning issues in the Journal of Financial Planning, Financial Advisor, Minneapolis Star Tribune, The Wall Street Journal and USA Today. He was born in Melrose, Minnesota, and attended Crosier Seminary Preparatory High School. Outside of the financial world, Jon is married with four children. He enjoys golfing, cooking, reading, traveling and running, and has participated in three marathons.
Areas of Expertise
Education, Credentials, & Honors
- CERTIFIED FINANCIAL PLANNER™ professional
- Bachelor of Arts in Political Science, University of Minnesota, Morris
Affiliations
- Member, American Institute of Certified Public Accountants
- Member, Minnesota Society of Certified Public Accountants
