With almost two decades of experience in the financial industry, Jon Paul enjoys helping others obtain and maintain financial confidence.
As CEO and Founder of Pivot Professional Partners, he enjoys delivering institutional-grade real estate solutions to the retail and accredited investor, as he works within his areas of expertise of estate and retirement planning, in addition to tax deferral strategies. Jon Paul believes his vast spectrum of knowledge of non-market correlated alternative investments is crucial to client diversification and has helped him establish a reputation for consistently surpassing client expectations.
Jon Paul understands the value of education and dedicated work. He is a graduate of Nazareth College of Rochester and holds a Bachelor of Science Degree with a Dual Major in Business Administration and Spanish and a Minor in International Business.
An award-winning Lacrosse athlete, he is a recipient of the Block N Award, an honor bestowed upon top-performing athletes that exhibit toughness, dedication, and resilience. Jon Paul enjoys golf, deep-sea fishing, and participating in charitable events to support his community of Jupiter, Florida. Jon Paul maintains his Series 7, Series 63 registrations, as well as his Life, Accident, Health, and Real Estate licenses.
With proper licensing in over 35 states, Jon Paul can handle business in most of the continental United States, whether in the securities business or the commercial and residential real estate sector. He is looking to expand on his numerous business ventures by looking into industrial, hospitality, restaurant, and cannabis businesses in the near future.