As VP of Business Consulting at Carson, Jon Reidenouer helps ensure firms are leveraging the tools and resources available to run an efficient and growing practice.
Jon has more than 20 years of experience in financial services, with a broad-based background that enables him to view things from multiple angles and offer a well-rounded perspective. He is passionate about the client experience and loves collaborating with professionals to solve complex business problems and help people pursue their goals.
Before joining Carson, Jon worked as the Chief Operating Officer of Independent Advisor Alliance (IAA), an RIA based in Charlotte, North Carolina, with over $10 billion in assets under advisement (AUA). In that role, he directed the day-to-day operations of the firm, coordinated with division leaders to ensure timely execution of firm initiatives, and drove process improvements to increase efficiency and support scalable future growth.
Jon also previously worked at LPL Financial for more than 12 years, spending the latter 6 years in business consulting. He managed a territory of over 100 top advisory firms and helped the principals develop strategies to drive growth, increase profitability, improve the client experience and find process efficiencies.
Jon found his passion for this industry when he cut his teeth on the trading desk of Morgan Stanley in New York.
Jon graduated from the University of Richmond in Virginia with a Bachelor of Science degree in business administration. He holds FINRA Series 7, 66, and 24 registrations.
Jon and his wife Emily live in Charlotte.
Have a general question or comment? Submit this form and we’ll be in touch soon.