Jon Holmgren

President, Chief Compliance Officer
Phone: 770.261.5337
Fax: 770.261.5381

As a child, Jon’s favorite question that he would ask to anyone who would listen was “Why?”. His parents estimate that he has asked them that question over ten thousand times and still counting. He has carried over that inquisitive nature and desire to understand process into his role with Atlanta Financial where he is responsible for overall firm operations and high-level strategic projects. Jon’s operational philosophy is based on an Aristotle quote that says, “We are what we repeatedly do. Excellence, then, is not an act, but a habit.”

Jon has held a series of steadily progressing operations management positions with industry-leading firms. He holds the Series 7, 63, and 24 FINRA securities registrations. He graduated from Wichita State University with a Bachelor of Arts degree and later earned his Master’s in Business Administration from the University of Texas at Dallas graduating with High Distinction.

Jon has recently moved to the Atlanta area from Dallas and is looking forward to sampling as many of the local restaurants as possible. He enjoys spending time with his wife, Ruby, and two dogs, Annie and Maximus Rex.

Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth comprehensive wealth management.