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Jon Peyton

Managing Partner

Ashburn, Virginia, United States · 1 connection

Sell Side Securities™

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About

Building a business is a journey filled with dedication & sacrifices, often leaving you wondering if your choices are right. Furthermore, leading & growing a company presents numerous challenges, both personal & professional, that aren't taught in school. Consider this: less than 2% of business owners make over $500,000 annually, & less than 4% make over $250,000. And to throw salt in the wound, 70% of businesses never sell! Would you still sacrifice your goals knowing these stats? The good news is, you don’t have to be a statistic. You can be among the few who achieve both personal & professional success. Success requires strategy, patience, delegation, & trust. If you're an entrepreneur or executive focused on building a company, maximizing returns & preparing for a profitable exit - my ecosystem is designed for you. Twenty years ago, I entered the financial industry to solve complex planning needs. Since then, my team & I have guided thousands of clients through intricate personal & business planning issues. I identified five key challenges our clients face: → Understanding personal financial goals & their connection to business objectives. → Deciding when to withdraw money for

Experience

Managing PartnerSell Side Securities™
Jan 2024
Founder | Principal ConsultantValue Creation Consultancy™
Jan 2021
Founder | Chief Market Strategist | Senior Portfolio ManagerDifferent Investments™
Apr 2021
Founder | Executive Wealth ManagerC-Suite Planning™
Apr 2021
Founder | OwnerHorizon Ridge Global, LLC
Jan 2016
Investment Management | Wealth ManagerUSAA
Dec 2012 to Oct 2016
Investment ManagementFidelity Investments
Oct 2006 to Jan 2012
Investment Management | Financial PlannerAmeriprise Financial Services, LLC
Dec 2004 to Oct 2006

Education

George Mason University
Executive MBA
2013 to 2014
Georgetown University School of Continuing Studies
Executive Certificate in Financial Planning, Financial Planning
2010 to 2011
George Mason University
Bachelors, Economics
2000 to 2004