Our Team

Jon has long list of professional certifications including a Series 7 for securities brokerage and a Series 31 for commodities trading held through LPL Financial, Certified Financial Planner^TM Practitioner and most recently has been admitted to the Paladin Registry with a Five Star quality designation by scoring in the top 10% of his profession. He guides management level financial portfolios for executives at Lockheed-Martin, Coors, Johns-Manville, Excel Energy, ExxonMobil and a list of telecommunications companies including Qwest, Verizon and AT&T.

Jon is listed twice in Forbes Magazine (Jan/08 and March/08) as one of the Ten Most Dependable Wealth Managers in the Rocky Mountain Region and in Texas. He also has an article published in the Denver Business Journal entitled, Finding Your Way to the Best Retirement Plan for You , in April 2008.   He is also listed with the Consumers' Research Council of America 2008 as a Top Financial Planner. Peak Capital was also recently featured on Fox Business News, CNBC and the Bravo network with the Alexander Haig 21st Century Business Report program.

His basic specialty: helping people at all income levels in large corporations plan financial transitions, and ultimately retire with comfort and peace of mind. The key, he says, is gaining an intricate "inside-out" knowledge of pension and retirement plans specific to a particular company. "Then," Jon adds, "we tie our plan to theirs."

As a Senior Vice President, Jon mentors incoming brokers at Peak Capital Investment Services, and he helps guide company development of long-term investment models used throughout the firm. "We're never satisfied," he adds. "We're always studying, analyzing, searching for the best, risk-adjusted rate-of-return for clients."

Not surprisingly, Jon was instrumental in vaulting Peak Capital from $100 million to more than $450 million in assets under management.

When he isn't sharing the finer points of investing with other Peak Capital professionals - he deftly tends to the hands-on management of his clients with nearly $100 million in assets under management. This independent, fee-based financial planner notably applies the same, strategies to high net-worth and middle-income investors alike.

"Whether it's the $300,000 or the $2 million portfolio," Jon asserts, "I find the best risk-tolerant investments and implement the same strategies used by the world's largest institutions.

As for true rewards of the job: "It's immensely satisfying when I can turn someone's financial problem around and have a really positive effect on his or her life. You develop important, life-long relationships. That's why I really do love what I do."

Before settling down as a devoted husband, and the father of a bi-lingual son studying the piano, Jon studied history at Israel's University of Haifa. From there, he traveled most of the world.   When the time is right, he plans to finish the job and complete the world tour. Jon works with clients out of the Colorado and Texas Peak offices.

E-mail Jon at: jonathan.blumenthal@peakcapital.com

*Jonathan Blumenthal is a Certified Financial Planner TM Practitioner (CFP) with Peak Capital Investment Services, LLC and has offices in Denver, Dallas, Houston, and San Antonio. He holds a Series 7 through LPL Financial and a Series 31 permitting commodities trading, and a Series 66 covering extensive training in ethics and securities law. In addition, Jon is licensed to sell life and health insurance in Colorado, Washington State and Texas.