Jon LeBaron, CPWA®, CFP®, CIMA®, ChFC®, CLU®, AIF®, RMA®, MSFS

Jon P. LeBaron, CPWA®, CFP®, CIMA®, ChFC®, CLU®, AIF®, RMA®, MSFS


Born in Reed City, Michigan, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree in 1995 and the American College with a Master of Science in Financial Services degree in 2005.  He began his practice in 1995.  In 2015 Jon earned the Certified Private Wealth Advisor® designation.  The CPWA® designation, delivered by the Investment & Wealth Institute® in partnership with The University of Chicago Booth School of Business, is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.  Jon is a CFP® practitioner or Certified Financial Planner™ practitioner.  Jon LeBaron holds the CIMA® or Certified Investment Management Analyst® certification, administered by the Investment & Wealth Institute® and taught in conjunction with The University of Chicago Booth School of Business.  Jon earned this certification in 2016.  Additionally, Jon has earned the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.  Jon obtained a Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania. Jon LeBaron earned the Retirement Management Advisor® certification in 2019.  RMA® certification focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment.  Investment & Wealth Institute® awards RMA® certification.  Jon LeBaron earned the Accredited Investment Fiduciary® Designation from the Center for Fiduciary Studies in 2017.  The AIF® Designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.  Jon's wife, Dr. Tania LeBaron, is a family physician and partner at Cadillac Family Physicians, PC in Cadillac, Michigan.  Jon and Tania reside in Reed City, Michigan.


Phone (231) 832-2545
Fax (231) 832-1744