CEG Worldwide Managing Principals

Jonathan J. Powell—Senior Managing Principal

Jon Powell has hired and coached hundreds of the industry’s top financial advisors—in multiple distribution channels—for more than 25 years.

After starting his career as an independent financial planner in the San Francisco Bay area, he went on to spend more than two decades with Citigroup before retiring to pursue his passion for training and coaching. In his lengthy career, Powell has managed branches for Smith Barney and led Citibank's West Coast brokerage business, overseeing 290 financial advisors and 20 managers. While at Citigroup, Powell was a sought-after speaker for national and regional conferences on topics including time management, financial advisor strategies for success and effective recruiting.

Powell’s considerable expertise in developing top-performing financial advisors is a great asset to the clients he serves through CEG Worldwide. Working with many of the nation's top brokerages, he enjoys helping advisors transform their professional and personal lives by using CEG Worldwide's research-backed principles.

Powell earned a B.A. in economics from Stanford University and holds the Certified Financial Planner (CFP) designation.