
Jon Trbovich is a Financial Advisor at Kyle Atkins Financial Group. Jon currently holds his series 6, 7, 63, and 65 licenses for the states of Arizona, Colorado, and North & South Carolina. Jon specializes in finding the right solution for his client’s needs. Jon is licensed to use all of the main financial products in Colorado, North & South Carolina. 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 this 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.