Jon Bucklin

As president and founder of Wealth Management Partners, LLC, Jon is a pioneer of the Investor Coach Approach TM to wealth management. He specializes in structuring market portfolios, planning for retirement, and helping clients understand the human side of investing. Jon works with individuals and associations throughout Michigan, Florida, Texas and Ohio.

Education
Jon graduated from the College of Financial Planning and holds the designations
of Certified Financial Planner, Registered Financial Consultant, and Investor Coach.

Jon has passed the NASD Series 7 (General Securities Representative), Series 65
(Investment Advisor), and Series 24 (General Securities Principal) exams.

Practical Experience
Jon has been helping clients achieve their financial goals for 24 years. Prior to
starting Wealth Management Partners, Jon was a registered representative and
registered principal with Jefferson Pilot Securities for five years.

Jon also worked six years in the banking-side of the industry in the brokerage
service and trust departments of two local banks.

In addition to hosting investor-education seminars and workshops, Jon speaks to
business owners, professionals and employee groups in Ohio, Texas and Alaska
about money management. He is also a regular contributor to the Greater Lansing
Business Monthly magazine and is co-author of The 7 Deadly Investor Illusions
and 101 Truths About money and Investing.

About Jon
In his personal time Jon enjoys spending time with his wife of 20 years, Marjorie,
and his two children, Zachary and Joshua. Jon also enjoys hunting, fishing, water-
skiing and training for triathlons. He is active in both his boys’ sports (track, cross-
country, football and basketball).

About Wealth Management Partners, LLC
Wealth Management Partners, LLC is a state-registered investment advisor in
Michigan and Texas.