1301 A Street, Suite 800
Tacoma, WA 98402
Jon Winegrad is Vice President and Wealth Manager with CB Financial Services. Jon is responsible for improving the effectiveness and scale of the financial services platform by guiding the advisors who serve our valued clients. He works closely with the CB Financial Services team to help them create a consistent and repeatable process, while building client relationships based on integrity and trust. Jon is focused on creating continuous improvements that will allow CB Financial Services to enhance the lives of our valued clients.
Jon is a graduate of the University of Massachusetts and received his MBA from the University of Phoenix. He is a veteran of the financial services industry having worked with investment programs, insurance providers, and wealth advisors for over 20 years.
He was raised in the Boston area but has been a resident of Washington since 1990. Jon is active in his community and serves as a volunteer for Youth with a Mission and Homes of Hope and supports the efforts of humanitarian efforts throughout the world.
Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.