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How a Deloitte breakaway built a $3.8 billion RIA rapidly in Seattle -- and why those billions moved from Schwab to Fidelity as part of the story

Jon Jones took a year off to hike 35 countries with four kids but a vendor really made his patience run thin

Author Steve Garmhausen October 7, 2014 at 11:52 PM
Admin:
no description available
Jon Jones: I'd gone full-force in terms of how to make myself replaceable; that was my goal in hiring a director of finance, hiring a director of marketing, hiring a director of technology, hiring a COO to basically take over the daily management.

Brian

Brian

October 8, 2014 — 2:10 PM

check it out.

Eric

Eric

October 10, 2014 — 11:47 AM

What a wonderful firm. Great comments about Schwab – shows their true nature. Go where you’re appreciated.


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Mentioned in this article:

Fidelity
Asset Custodian
Top Executive: Sanjiv Mirchandani

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally



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