About Jon Robertson

Jon Robertson is a Registered Representative of INVEST Financial Corporation.
After Graduating from Middle Tennessee State, Jon began a career in banking here in the mid-state area. His 18 year career allowed Jon to gain valuable insight to the challenges that we all face in managing our assets and liabilities. Not only does he understand financial concepts, he is quick to make a personal connection with people and build a relationship built on trust not just a transaction. He understands that not everyone is financially savvy. He commits to making sure the client is 100% comfortable with the execution of a financial strategy designed for your personal situation.
Jon asks these questions – Which would you choose: Having great tools and understanding how to use them or having tools and a limited knowledge of what they do? To maximize your financial success, Jon provides the tools and explains how they are used to reach your financial goals.
Jon lives in Murfreesboro, TN with his wife Rita and their two children. He enjoys spending time with family, the outdoors, fishing and is an avid golfer.