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the personal side of Jon
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Jon Mulligan
Financial Advisor, RJFS

Jon joined the Crux Wealth Advisors team in 2022 as an Investment Representative at our Clifton Park, NY office. In his role, he executes various critical responsibilities such as ensuring he is up to date on the latest portfolio, security, and market research, as well as meeting preparation, working with clients by accepting trade authorizations, and timely communication with clients, wholesalers, and insurance providers, among other duties.

Jon aims to assist each of our clients in achieving their definition of success, and he hopes to bring a sense of confidence to their lives through preservation, capital growth opportunities, estate/retirement planning, and other tactics. Through his personable, engaging approach and trustworthy nature, he continually aims to put himself in a position that allows him to provide appropriate guidance because of his thoroughness and dedication to helping his clients. After being inspired by some faculty members from his college business courses and seeing his own family occasionally struggle with their financial stability, he decided to pursue a career in the financial services industry. Jon wants to help others create and maintain a healthy financial balance by sharing available opportunities and strategies and providing reliable support and guidance.

Before joining our team, Jon held various roles that allowed him to lead from the front and support those relying on him. He began his career as a College Financial Representative with Northwestern Mutual. Jon is also currently the head coach with the Clifton Park Halfmoon Gators 13U team, a program he previously played for, which was also part of developing his passion for baseball. Jon graduated from SUNY Albany with a degree in Business Administration and concentrations in Finance and Information Systems for Business Analysis. He has passed the Securities Industry Essentials exam and Series 7.

Jon Mulligan

I was born and raised in Clifton Park, NY. I love being part of this community, especially since I am able to remain close to my family and good friends. I enjoy hiking and camping, playing baseball and golfing, reading, going to the gym, and watching a variety of history videos, Marvel, and Star Wars content.

I am also passionate about leading and helping others through sports, primarily baseball, which has always been a big part of my life. I volunteer with Hi-5 Sports, an organization that builds confidence and self-esteem through sports for those with special needs. I also play baseball in the Albany Twilight League, for the Albany Blue Jays. When I was in college, I played club baseball for SUNY Albany. Additionally, this year I was invited to join the Shenendehowa High School Baseball coaching staff, taking the position of Junior Varsity Pitching Coach.

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