Jonathan M. Sanborn is a financial advisor with a profound appreciation of his Michigan roots.
Jon, along with the other team members of the former group Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors earned recognition by Forbes as a 2023 and 2024 Best-In-State Wealth Management Teams1, 2018 and 2019 Forbes Top Next-Gen Wealth Advisors2 while also being named Wells Fargo Advisors Platinum Council from 2020-20213. The current group members of the team is Anderson, Sanborn and Peterson. Jon is also designated as a PIM® Portfolio Manager4 and holds the Certified Portfolio Manager™ (CPM®) designation from the Academy of Certified Portfolio Managers, ACPM.
When you come to Jon for estate planning strategies, retirement planning, wealth transfer planning or insights for building wealth, he has a keen understanding of you - and a vast knowledge of financial options available to help address your goals.
Before becoming First Vice President – Investment Officer of Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors, Jon spent more than 10 years as a successful advisor at Edward Jones. Jon was a graduate of the inaugural class of the Personal Financial Planning Program at Western Michigan University (WMU) acknowledged by the College for Financial Planning.
While away from work he is a volunteer with the National Ski Patrol, enjoys spending time with his family and watching his daughters play soccer, ride horses, and ski.
2024 Forbes Best-in-State Wealth Management Teams Awarded January 2024. Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams Awarded January 2023. 1(Source: Forbes.com) Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22. Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 2019 Forbes Top Next-Gen Wealth Advisors Awarded June 2019. Data compiled by SHOOK Research LLC based on the time period from 3/31/18-3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors Awarded July 2018. (Source: Forbes.com) Data compiled by SHOOK Research LLC based on the time period from 3/31/17-3/31/18. Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism, Additional criteria, best practices and team structure, may also be used to determine recipients.
4 The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisor advisory disclosure document for a full description of our services. The minimum account size for this program if $50,000.