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Jon Fisher, CFA :: Financial Advisor, Alerus; Registered Representative, Infinex

Office 952.417.3729

Email .(JavaScript must be enabled to view this email address)

Location Shorewood
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About Jon

Jon Fisher is responsible for managing individual and institutional client relationships by providing comprehensive wealth management services. He accomplishes this by working to understand his clients' needs and goals, then assembling the appropriate team of specialists to provide creative and customized solutions.  
 
Mr. Fisher joined Alerus in 2018 with nearly 25 years of experience in the fields of portfolio management, wealth planning, investment advisory, and equity research. He has expertise in the portfolio construction process developing and implementing wealth management plans to attain clients’ financial goals and objectives. Mr. Fisher has spent the greater portion of his career as a wealth management advisor working with clients in personal trust, private banking, and hedge fund environments. 

He earned a bachelor's degree in finance from the University of Iowa, an MBA from the University of Chicago GSB, and has earned his Chartered Financial Analyst (CFA) designation.  

 

FINRA Broker Check

 

Alerus Wealth Management provides trust products and services through Alerus Financial, N.A. 

Registered Representatives of Alerus Securities may offer investment and insurance products and services through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Wealth Management and Alerus Securities are trade names of Alerus Financial, N.A. Infinex and Alerus Financial, N.A. are not affiliated. Investment and insurance products and services are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.


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