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Jon V

Series 63, Series 65

Seattle, WA

Kestra Advisory

Jon Vinge is a financial advisor with Kestra Advisory in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes sixteen years at Intervest International Equities Corp and ongoing roles at Centara Capital Management Group and Centara Capital. Outside of finance, he participates in The Cycle Sanctuary, an indoor cycling and fitness studio founded by his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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