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Jon Trbovich

Jon Trbovich

Financial Advisor

864-585-7526

864-585-1010

jon@atkinsfinancial.com

Jon Trbovich is a Financial Advisor at Kyle Atkins Financial Group.  Jon currently holds his series 6, 7, 63, and 65 registrations for the states of Arizona, Colorado, and North & South Carolina.  Jon specializes in finding the right solution for his client’s needs. Before joining Kyle at Kyle Atkins Financial Group, Jon spent the previous 22 years in the financial industry in a variety of roles.  Jon started his career at Merrill Lynch where he spent time both as a 401k representative, and as an Investment Analyst.  From there, Jon worked for Charles Schwab as an Institutional Relationship Specialist.  In that role, Jon worked with clients that had over $500,000,000 at Schwab in an institutional role.  Jon left Schwab to work for Schield Management.  Jon was VP of Sales for the North-Eastern US.  Schield got acquired by CLS Investments where Jon became Sr VP of Regional Sales for the South-Eastern US.  Jon grew the territory from $30million to over $1.5Billion when he left.  Jon enjoys the outdoors with his wife, Zoë, and son, Luke.  They spend their free time either hiking, camping, going to soccer games, or boating.