Jon Bowles is a Financial Consultant based in Southern California with 28 years of experience helping clients plan for retirement, manage risk, and implement tax-efficient strategies. A UCLA graduate, he began his career with Morgan Stanley Dean Witter, later serving at Citi Personal Wealth Management and NettWorth Financial Group before establishing his own independent practice.
He works with individuals, families, and businesses to create holistic financial plans that prioritize capital preservation and long-term goals. Jon holds Series 63 and 65 securities registrations and a California Insurance License (#0C88392), and is committed to providing personalized, client-focused guidance every step of the way.
Welcome to JLB Financial
Business Planning
CRT
Wealth Management
Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Video Library
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Beneficiary Liquidity Plan
21st Century Trust Funding Method
NOT just for Millionaires and Billionaires
