About Jon Hicks
Joining Morgan Stanley in November of 2020, Jonathan Hicks is a Financial Advisor with The 1816 Group. Prior to joining Morgan Stanley, Jon served as an analyst for Periculum Capital Company for nearly three years, supporting the firm across all service areas. His experience there provide great exposure, training, and practical experience in analyzing financial statements, financial modeling, data analytics, and forecasting economic, industry, and company-specific trends.
Prior to joining Periculum, Jon was a student at the Kelley School of Business at Indiana University, graduating with distinction from the Kelley Business Honors Program and the Hutton Honors College. While in school, he spent a considerable amount of time preparing for a career in financial service through both advanced coursework and service on the Executive Committee of the Investment Banking Workshop.
Jon’s passion for being a financial advisor lies in helping his client’s define and achieve their financial goals, ultimately giving them confidence and financial health. People generally have feelings of stress and anxiety about their financial situation, and it can often be a strain on marriages and other important relationships. Jon takes great pride in helping his clients develop a financial plan that they feel confident in and can rely on, allowing them to focus on other areas of their life.
When it comes to interacting with clients, Jon spends a considerable amount of time educating them so that they deeply understand the strategies he implements for them and how it fits into their financial picture. He also focuses on taking the emotions out of investing, allowing for clearer decision making. Jon also advises on everyday finances, aiding clients on decisions such as whether to purchase or lease a vehicle, or if it makes financial sense to refinance their mortgage. With this guidance from Jon, clients are able to reduce their everyday financial stress.
Outside of work, Jon makes a strong effort to make an impact in his community as well as less fortunate ones. Over the years, he has gone on a mission trip to Haiti, served as a camp counselor for kids who have lost their parents to cancer, mentored and coached IU students in accounting courses, among other efforts.
Jon is happily married to his high school sweetheart, Jessie. They reside in Westfield, Indiana and have two rescue dogs Lucy and Willow. They live close to and are surrounded by family, something that is extremely important to both of them. During their free time, they both enjoy traveling, volunteering and spending time outdoors. Their favorite place to travel to is any of the U.S. National Parks. They both enjoy spending time outdoors, especially walking their dogs or golfing.
Securities Agent: WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PA, OH, NY, NV, NM, NJ, NH, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2216899