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Jon Thrall
Senior Wealth Planner at Stone Oak Wealth Management
Senior Wealth Planner with Retirement Income Certified Professional designation.
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Location
Boerne, Texas, United States, US
Bio
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Topline AI
Jon Thrall is a seasoned financial professional with experience as a Senior Wealth Planner at Stone Oak Wealth Management, where he has been working since October 2023. He holds a Retirement Income Certified Professional designation from The American College of Financial Services and a degree in Horse Husbandry/Equine Science and Management from Tarleton State University.
Credentials
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Retirement Income Certified Professional®
The American College of Financial ServicesDec, 2023- Apr, 2026
Experience
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Senior Wealth Planner
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Oct 2023 - Present
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Education
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2022 - 2023The American College of Financial Services
Retirement Income Certified Professional -
2005 - 2008
Tarleton State University
Animal Production, Horse Husbandry/Equine Science and Management
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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