Jon Thrall Square 01

Jon Thrall

Sr. Wealth Planner

Jon brings an impressive wealth of experience spanning over a decade in the dynamic landscape of the financial industry to Stone Oak Wealth Management. Commencing his illustrious journey with Edward Jones as a Financial Advisor, Jon unearthed his innate passion for serving clients while adeptly cultivating and overseeing a thriving practice.

Driven by an unwavering commitment to deliver unparalleled client service, Jon seamlessly transitioned to the esteemed team at Stone Oak Wealth Management, assuming the pivotal role of Senior Wealth Planner. Renowned for his meticulous attention to detail and genuine empathy for clients’ circumstances, Jon is steadfast in crafting bespoke financial and investment strategies that propel clients towards their aspirations with unwavering precision.

Fueled by an insatiable thirst for knowledge and a relentless pursuit of excellence, Jon remains dedicated to mastering the nuances of the industry, positioning himself as an invaluable resource for both his clients and his esteemed colleagues.

Beyond the realms of finance, Jon embraces life with boundless energy and enthusiasm. A devoted father, he savors quality moments with his son, shares the excitement of baseball games, and finds solace in the rhythmic intensity of weightlifting. An avid outdoorsman, Jon seeks refuge in the serenity of nature, while his love for horse events underscores his diverse array of interests. With his multifaceted persona and unwavering commitment to excellence, Jon epitomizes the pinnacle of professional prowess and personal fulfillment.

Education:
B.S. Animal Production Tarleton State University

Designations:
Series 7 and 66 licenses
Life Accident and Health license
RICP designation -Retirement Income Certified Professional