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Meet Jonathan DeMoss, CFA®

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(630) 955‑3400

About Jon

Jonathan is committed to helping individuals and families feel confident about their financial well-being. Taking a holistic approach, he educates and guides clients on all of life’s financial decisions involving investments, retirement, taxes, insurance, estate planning and more. His ultimate objective is to help people achieve their financial goals and retirement dreams.

Prior to joining Advance Capital, Jonathan served as the Northeast Advisor Consultant for Innovator ETFs, where he helped manage and grow account assets to more than $400 million. Before that, he held a Senior ETF Advisor Consultant position for PowerShares.

Jonathan earned a Bachelor of Arts degree in business and economics from Wheaton College. He holds the Chartered Financial Analyst designation.

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  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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  • BA in Business/Economics from Wheaton College
  • Chartered Financial Analyst (CFA)


What influenced your decision to join Advance Capital?

What’s your favorite piece of advice?

What do you find most rewarding about your work?

What does it take to be successful in your role?


Jonathan personally knows what it takes for someone to create an enduring legacy. His grandfather, Bob DeMoss, played college and professional football, and was the head football coach at Purdue University.