Jonathan Marcus, CFP®, AIF®

Senior Wealth Advisor

Jon Marcus Lexington Wealth Management

Jon recently joined Lexington Wealth Management as a Senior Wealth Advisor and member of the Investment Committee. Prior to joining Lexington, Jon was the managing director at Marcus Financial Advisors, a branch of Raymond James Financial Services. During his time at Marcus Financial Advisors, Jon was responsible of the overall direction of the practice and collaborated on the portfolio modeling and report construction.

He holds a general securities license and graduated with honors from Brown University with degrees in Medieval Cultures and Biology. Jon also earned a Master’s with distinction in Medieval English Literatures from the University of York's Centre for Medieval Studies in the United Kingdom.

Jon is active in the community and serves many organizations. He is a current corporator of the New England College of Optometry, and a past board member of the North Shore Jewish Federation, Temple Ahavat Achim in Gloucester, and the North Shore United Way.

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Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253

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