Your financial life team is led by Jon Larsen. Jon serves as wealth manager of his firm, Hidden Peak Investments, located in Holladay, Utah. With over 22 years of market and industry experience, Jon spent 15 years focused on portfolio management. He has a keen understanding of the financial markets and seeks the best possible options for the portfolios he manages. Jon is committed to providing his clients with thorough planning and investment advice.

Before forming Hidden Peak Investments, Jon was a portfolio manager for Albion, an independent registered investment advisor. Prior to Albion, he supervised the trading department for Fidelity Investments where he also helped train and oversaw the trading group to ensure better trade executions. While at Fidelity Investments, Jon also worked on a team within the Private Wealth group specifically focused on high-net-worth individuals.

Jon attended the University of Utah, where he often lectures to their MBA program. In his spare time, he is known for his charity work with homeless children and for his time spent in the mountains or on the water either skiing, mountain biking or boating.

Jon has partnered with The Golden State (GS) family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management. GS’s group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $1.3 billion in advisory assets.