Financial Advisor, Alerus
Registered Representative, Infinex
Jon Fisher is responsible for managing individual and institutional client relationships by providing comprehensive wealth management services. He accomplishes this by working to understand his clients’ needs and goals, then assembling the appropriate team of specialists to provide creative and customized solutions.
Jon joined Alerus in 2018 with nearly 25 years of experience in the fields of portfolio management, wealth planning, investment advisory, and equity research. He has expertise in the portfolio construction process developing and implementing wealth management plans to attain clients’ financial goals and objectives. Jon has spent the greater portion of his career as a wealth management advisor working with clients in personal trust, private banking, and hedge fund environments.
He earned a bachelor’s degree in finance from the University of Iowa, an MBA from the University of Chicago GSB, and has earned his Chartered Financial Analyst (CFA) designation.