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Jon Mathews

Jon Mathews

Region Director of Business Development – Texas

Jonathan David Mathews achieved a degree in economics from Rutgers University with a minor in Business Administration and extensive coursework in Finance, and Supply Chain Management & Marketing Sciences. He worked as an analyst at a boutique investment bank in NY, participating in both valuation and negotiation of deals prior to beginning his career as a Financial Advisor with Northwestern Mutual in Princeton NJ. 

2 years ago Jon moved to Dallas to take care of his sick parents and continue to grow his personal practice in a booming city. He was given the opportunity to join and help manage accounts at Northwestern where he served high-income earners and high net worth clientele with sophisticated planning needs. 

Although still a Financial Advisor, as Region Business Development Director – TX, Jon also supports, coaches, and partners with the firm, the advisors and their practices to deliver the best planning service to the client.