Meet Jon
Jon is a Portfolio Consultant who joined Mercer Advisors in 2025 through the acquisition of West Oak Capital, LLC. Jon was a Portfolio Manager at West Oak Capital, where he began as an intern and served for nearly seven years. He handled trading, client servicing, and the compliance program. Jon is based in Eagle, Idaho. He earned a B.A. degree in interdisciplinary studies from San Diego State University.
His working style
Jon is known for his calm, approachable demeanor when navigating complex challenges. He steps into the role of an educator, breaking down big ideas into clear, manageable insights that help others to understand and move forward with confidence.
Jon in real life
What keeps you busy outside of work?
Motorcycling! I’m an avid motorcycle enthusiast, I spend most of my free time on two wheels out in the beautiful Idaho backcountry.
Favorite thing about where you live?
Eagle, Idaho is truly a hidden gem. We have some great restaurants in town, and we’re a short distance away from many outdoor activities. Skiing, hiking, biking…you name it, we have it!
Any words you try to live by?
“Treat others the way you want to be treated.”
Ready to learn more?
Explore More
