Jon Floyd is an independent fiduciary who has spent the past three decades helping individuals and families build financial confidence and make empowered decisions. His greatest passion lies in spreading financial literacy—using simple, accessible language to help clients navigate complex concepts. Jon’s mission is to ensure that every client feels educated and empowered to reach their most important objectives.

With a career that has spanned from managing a hedge fund and starting an online brokerage to working on Wall Street and partnering in an estate planning firm, Jon brings a rare breadth of experience to the table. This deep history has shaped his belief that success is not found in "magic buttons" or trendy investments, but in protection and informed decision-making. He is particularly focused on creating insured income solutions that act as powerful wealth builders, providing his clients with the stability needed to live the retirement of their dreams.

“I’ve seen too many people spread themselves thin trying to chase returns,” Jon says. “The fact is, building and protecting wealth takes dedication and hard work. My role is to fight at my clients' side to find solutions that align with their goals, anchored by our company’s founding principles: education, transparency, and empowerment.”

Jon’s commitment to financial education has reached a wide audience. He is a co-author of the Amazon Best Selling book, Modern Retirement Thought Leaders, and has a long history of sharing his expertise over the airwaves. He previously hosted The Trust Factor with Jon Floyd on KFYI and KTAR in the Phoenix metro market, where he focused on stripping away the jargon of the financial industry to build genuine trust with his listeners.

Originally from Las Cruces, New Mexico, Jon studied economics at the University of Arizona. He now resides in Scottsdale with Amy, the love of his life, and they have three children: two daughters and one son. Jon is deeply passionate about his community, lending his time to organizations that support the underrepresented, including Folds of Honor and Tutti Bambini. A competitive tennis player who is quickly coming around to the world of pickleball, Jon brings that same energy and focus to his work, ensuring his clients have clear financial roadmaps for the years ahead.

Jon is a Registered Investment Adviser Representative with Sun Valley Advisory, LLC