Jon Connell began his financial services career in 2020 at Edward Jones, where he built a strong foundation in working with individuals and families to assist them in pursuing their financial goals. Since then, he has earned three industry designations — the CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Wealth Management Certified Professional® (WMCP®) — reflecting his commitment to delivering sophisticated, comprehensive planning to the clients he serves.
In 2025, Jon was honored to be ranked on Forbes' Forbes America’s Top Next-Gen Wealth Advisors list, a recognition that reflects the trust his clients place in him every day.
At Seven Bridges Wealth Advisors, Jon’s role centers on three areas: building and deepening client relationships, delivering comprehensive financial planning and investment strategy, and growing the practice by connecting with those who can benefit from its bespoke approach. He believes those responsibilities are deeply interconnected — when clients feel genuinely served, everything else follows naturally.
When working with Jon, clients can expect a true long-term partner. He is not here to set a plan and disappear — he is here to walk alongside you through life's changes, hold you accountable to your goals, and make sure your wealth strategy evolves as you do.
After his military career ended, Jon has continued his passion in servitude by becoming a mentor and supporting special operations veterans as they transition out of military service. He is actively involved with several organizations dedicated to that mission — helping them navigate life after service with the resources and support they've earned.
Outside of work, family is everything to him. Jon has been married to the love of his life for 12 years, and together they are raising two kids and two rescue dogs. They are an outdoors family and love taking advantage of everything nature has to offer. Jon is also an avid Formula 1 fan and a proud Mercedes supporter, and he looks forward to race weekends!
