We are thrilled to announce that Jonathon Jordan has earned the title of Partner at Walkner Condon Financial Advisors! He validated his partnership requirements in September and is an invaluable part of our team. We are always focused on ways to improve the client experience at Walkner Condon and feel that the addition of Jon to our leadership team continues that ambition. Please help all of us at Walkner Condon in congratulating Jon on this tremendous accomplishment.
We are also excited to announce that we are in the process of being an SEC Registered firm. Financial planning firms are either regulated by state governments or the Securities and Exchange Commission (SEC). However, once a firm’s assets under management reach $110 million, they are required to register with the SEC and are no longer regulated by the state. This is a major milestone in the life of our firm and can’t say thank you enough to our clients. The confidence and support of our clients will never cease to amaze us!