Jon Hermann

Jon Hermann is a Senior Investment Operations Associate at EquityBee. Prior to that, they were a Trading Representative at E*TRADE Advisor Services from August 2018 to October 2021. Before that, they were an Institutional Client Services Representative at Folio Investing from September 2017 to August 2018. Prior to that, they were a Brokerage Trade Desk & Brokerage Services Associate at Waddell & Reed from October 2014 to September 2017.

Jon Hermann has a Bachelor of Science in Political Science and Government from the University of Central Missouri. Jon is certified by the Financial Industry Regulatory Authority (FINRA) in Series 66 and Series 7.

They work with Adi Almog - Head of Finance, Rocky Kalmanovitz - Director, Equity Success, and Susan Woodard - CEO, EquityBee Securities & CCO. Jon Hermann reports to Oren Barzilai, Co-Founder, CEO.