BKA Financial, LLC.
Jon Banister is an experienced professional in the financial and insurance sectors, currently serving as Executive Vice President- Insurance at BKA Financial, LLC since October 2019. Prior to this role, Banister was Vice President Investments- Wealth Insurance Specialist at Wells Fargo Advisors from August 2014 to October 2019, and Vice President at Lockton Dunning from February 2011 to August 2014, where Banister specialized in executive benefits. Additional roles include President of Banister & Associates from May 2003 to February 2010 and Consultant at Stanton Group from January 2001 to May 2003. Banister began a career in the insurance industry as an Agent/District Agent at Northwestern Mutual from July 1979 to January 2001. Educational qualifications include a Bachelor of Science in Business from Arizona State University, earned between 1974 and 1978, and completion of studies at Tascosa High School in Amarillo.
BKA Financial, LLC.
BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service . At BKA Financial we provide customized planning expertise to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their Clients; CPAs, and Attorneys.