Financial Planning for Life 

CONNECT

Address:

San Antonio Offices:
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258
Phone: 210.998.5608
Fax: 210.855.3252

17803 La Cantera Terrace, Suite 7101 
San Antonio, TX  78256
Phone: 210.686.9000
Fax: 210.855.3252

Austin Offices:
1250 Capital of Texas Hwy S.
Building 3, Suite 400
Austin, TX 78746
Phone: 512.329.1940
Fax: 888.600.7671

9442 North Capital of Texas Hwy
Plaza One, Ste 500
Austin, TX 78759
Phone: 210.240.1689    
Fax: 888.600.7671 
 
Fair Oaks Ranch Office:
8000 Fair Oaks Pkwy, Suite 104
Fair Oaks Ranch, TX 78015
Phone: 210.530.1270
Fax: 888.600.7671

Phone:

Jon T. Thompson, <h3> CFP®, ChFC® </h3>

Jon T. Thompson,

CFP®, ChFC®

Managing Partner

Jon is an Executive Wealth Manager with Genesis Wealth Management.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant®, and has FINRA Series 7, 63 and 65 registrations, held by LPL Financial as well as life, accident and health insurance licenses.

 

Jon’s primary mission is to provide sound financial advice/strategies to his clients, helping them work toward financial security through the creation, growth, and transfer of wealth.  He specializes in comprehensive financial planning by working personally with each client to create an overall financial strategy that encompasses the following: 

  • Investment Planning

  • Risk Management Planning

  • Education Planning

  • Retirement Planning

  • Estate Planning

 

Prior to Genesis Wealth Management, Jon served as a Senior Wealth Manager with USAA, a Fortune 100 company.   As a loyal USAA employee for nearly 18 years, Jon was a trusted financial advisor to their high net-worth military members and USAA executives. 

Jon is a graduate from Texas State University and values spending quality family time with his wife of 19 years and their two young sons. He also enjoys music, hiking, camping, and football.

Phone 210-237-9757
Fax 210•855•3252
Mobile Phone 210•237•9757
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