About Jon C Bancks
Jon is a Family Wealth Director, which is an elite certification program at Morgan Stanley that provides financial advisors with an extensive understanding of investments, tax planning strategies, financial planning, wealth transfer, estate planning strategies, and insurance.
Additionally, he is a Certified Financial Planner™ certificant, a prestigious designation awarded by the Certified Financial Planner™ Board of Standards, Inc. He has also earned the designation of Certified Private Wealth Advisor® (CPWA®) through the University of Chicago Booth School of Business, sponsored by the Investment Management Consultants Association (IMCA). The financial planning landscape is ever changing which requires continual training to stay abreast of new issues and opportunities.
He is a graduate of Iowa State University with a Bachelor of Science degree in Mechanical Engineering, and is also trained in Lean Six Sigma process improvement.
Jon is an active member of the Cedar Rapids and greater Corridor community, serving on several non-profit boards, including the United Way of East Central Iowa as Trustee, Big Brothers and Big Sisters of Cedar Rapids and East Central Iowa as a Trustee, Cedar Rapids Community Orchestra as a Director, member and musician, and is a member of Rotary International.
His passions away from the office include cycling, making pies, and playing his cello.
Jon C. Bancks, CFP® , CPWA® holds the following registrations:
Securities Agent: GA, IL, MI, NC, NV, UT, RI, WY, WI, WA, TX, SD, SC, PR, OR, NY, NM, NE, ND, MS, MO, MN, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, MT; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 509820
Securities Agent: NH, NY, PA, VA, SD, WI, LA, MI, IL, CT, WY, WV, WA, VT, VI, UT, TX, TN, SC, RI, PR, OR, OK, OH, NV, NM, NJ, NE, ND, NC, MT, MS, MO, MN, ME, MD, MA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CO, CA, AZ, AR, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 509820
CA Insurance License #: 0F94993
AR Insurance License #: 8958064