Jon Teran, CFP®
Managing Director, Senior Wealth Manager, Market Lead
Biography
Jon was a soccer goalkeeper in college and is usually in training for his next marathon.
Joined Lido: 2018
Homebase: Dallas, TX
Professional Focus: Jon works with high-net-worth individuals, families and businesses, and he finds joy in helping people reach their goals.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., English, Biola University; M.A., Fuller Theological Seminary; M.A., Cal Poly Pomona
Previous Work Highlights: Jon has over two decades of wealth management experience. He helped start and run a private boutique wealth firm in Los Angeles where he was involved in all aspects of client relationships.
Personal Facts:
Jon picked up woodworking during the pandemic, carving wooden spoons in his free time. He enjoys spending time with his family, running marathons, and surfing.
