Wells Fargo Advisors
32yrs
Top 13% by experience nationwide
38yrs
Jon Tanner has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Highland, New York. Jon has been with William Joseph Capital Management since 2024; before that, Jon spent three years at Summit Advisory Solutions. William Joseph Capital Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4 advisors with offices in Highland, and one of 4 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
OfficeHighland, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$369,482
Advisors at the firm29
States licensed ?1 state
Services through William Joseph Capital Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowWilliam Joseph Capital Management, Inc.Current firm
- 2021 – 2024Summit Advisory Solutions, LTD.Previously
Contact Jon
(860) 973-3214Firm headquarters in Bristol, CT. Ask for Jon. Highland, NYOffice · Get directions Facebook pageWilliam Joseph Capital ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call William Joseph Capital Management at (860) 973-3214 and ask for Jon Tanner. Jon works from the Highland, NY office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
William Joseph Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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