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 and the American College with a Master of Science in Financial Services degree.  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.  He began his practice in 1995.  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