Northwestern Mutual Private Client Group

Jonathan Lehman

Jonathan M. Lehman

Partner and Private Wealth Advisor

Summit Financial Group
  • CFP®
  • CLU®
  • ChFC®
  • WMCP®
  • RICP®
  • AR License: #16927367
  • CA License: #0I92500

3302 Mallard Cove Lane
Fort Wayne, IN 46804

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About my practice

Jon is a Partner at Summit Financial Group and has been in the financial services industry since 2013. He graduated from the University of Saint Francis with a double major in Business and Business Ed. with a minor in special education. Jon specializes in working with business owners, retirees, executives, and educators with a focus on efficient accumulation and effective distribution strategies.

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