Mr. Wingent was named one of the Top 100 People in Finance by Top 100 Magazine in 2023 and was listed in the PAM Top 40 Under 40 by PAM Insight in both 2018 and 2019.
THOUSAND OAKS, CA, August 21, 2024 /24-7PressRelease/ -- Jon Andrew Wingent, CFP, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Wingent is a distinguished wealth advisor with Morton Wealth, where he has served since 2022. With over two decades of experience in the investment planning and wealth management industry, he has established himself as an expert in his field.
Mr. Wingent began his career in London, UK at Barclays Wealth Management, where he held the position of associate director from 2003 to 2007. For the next three years, he served as vice president at Merrill Lynch, subsequently joining Close Brothers Asset Management as an investment director, a role he held until 2016. Prior to his current position, he was the head of investment specialists at Schroders Personal Wealth for five years.
Mr. Wingent's academic background includes a Master of Science in Information Systems from The University of Sheffield, completed in 2003, and a Bachelor of Arts from The Manchester Metropolitan University, earned in 2001. He also holds several prestigious certifications, including certified financial planner professional from the CFP Board, chartered wealth manager and chartered financial manager from the Global Academy of Finance & Management and chartered fellow from The Chartered Institute for Securities & Investment.
Throughout his career, Mr. Wingent has achieved significant recognition. He was named one of the Top 100 People in Finance by Top 100 Magazine in 2023 and was listed in the PAM Top 40 Under 40 by PAM Insight in both 2018 and 2019. In addition to his professional achievements, he is actively involved in several industry-related organizations. As a member of the Echelon Business Development Network, the Financial Planning Association, the British Benevolent Society of California, Mensa International, the CFA Institute and the Chartered Institute for Securities & Investment.
Mr. Wingent attributes much of his success to the support of his wife, who has been an excellent partner throughout his career. Their relationship has transformed him into a better person, and they now prioritize leaving a positive legacy for their children. He also emphasizes the value of international travel, seeing his own experiences as a valuable foundation that has helped him navigate professional transitions and embrace diverse working environments.
Outside of his professional life, Mr. Wingent enjoys hiking, swimming, playing rugby, golfing and spending time outdoors with his family. Looking ahead, he envisions himself thriving in California and growing further within the community. He aims to become a partner and eventually have ownership in a business there while playing a more active role in community growth.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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