"What I enjoy most about my work is helping people achieve their goals, forging deep relationships and working with friends, making positive social change."
Jon Ellenbogen became a Financial Advisor in 1999 to help families, foundations, and organizations better manage their wealth and invest responsibly. His areas of expertise include socially responsible investing, creating customized strategies, and risk and liability management. Jon founded Impact Capital Strategies in 2016 with his friend and colleague, Lori Johnston.
Over the course of his career, Jon has become known for providing clients with sound, trustworthy investment strategies that support progressive social issues. Jon again earned the distinction of being a Premier Advisor in 2019, 2020, and 2021 with Wells Fargo Advisors. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Addition criteria, including length of service, may also be used to determine recipients.
Before entering the financial services industry, Jon was a dedicated and successful environmentalist. He founded a conservation organization, helped launch a large environmental coalition, and worked for a group of national conservation organizations.
Jon holds Series 7, Series 24, Series 66 registrations, and insurance licenses.
Jon was born and raised in Michigan and graduated from Albion College in 1988. He enjoys music and yoga. Jon currently resides in Washington, D.C., with his wife, three children, and two dogs.
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
Get to know Jon
Name three life-defining albums or movies or books.
"Too Big to Fail", everything by Billy Strings, and "Forrest Gump".
What's making you think?
How can the environmental community be more effective? What's the next "Big Thing"? What should I have for dessert?
What do you enjoy most about your work?
Helping people achieve their goals, forging deep relationships and working with friends and making positive social change.
When are you most productive?
Always. I have no "off-switch".
Who or what inspires you?
I am inspired by Molly Tuttle, Kino MacGregor, and Alexandria Ocasio Cortez.
What charities do you support?
Greenpeace, Doctors Without Borders, BLM foundation, and Miriam's Kitchen among many others.
What's something you can't do now but are learning?
I'm working on Eka Hasta Vrksasana – one handed tree pose. I'm not sure I will ever get there, but there is value in trying.
What's on your bucket list?
Seeing a whale in the wild while kayaking – that's it!
email: [email protected]