190 Buckley Drive Rockford, IL 61107

815.227.0300

Jonathan “Jon” Fuller serves as manager of portfolio strategy in our Rockford, Illinois, headquarters. He focuses on developing and refining investment strategies that align with client goals.

Jon began his career in financial services in 2017 after working in the Development and Alumni Relations office at Beloit College. He earned a bachelor’s degree in business economics from Beloit College and holds the Certified Investment Management Analyst^SM (CIMA®) designation.

When he’s not shaping portfolio strategies, Jon enjoys traveling, golfing, and walking with his wife and their dog. A passionate sports fan, he writes year-round for a fantasy football website.

Articles &
Media

Embracing the Future of Portfolio Management: The Power of Savant Custom Indexing

Small but Mighty: International Small Value Stocks

Education &
Designations

Beloit College
Bachelor’s in Business Economics
Certified Investment Management Analyst^SM (CIMA®)

Contact Jonathan

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Phone*

Are you a Savant client?*

Message*

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.