As a Financial Advisor with Allied Wealth Partners in the Parsippany, New Jersey office, Jon Sot is dedicated to helping individuals, families, and small businesses navigate their financial futures. After pursuing a professional football career, Jon joined the firm in May 2025. He brings a strong academic and athletic foundation to his practice, having earned a Bachelor of Arts in Economics from Harvard University and graduating cum laude with a Master of Science in Management with a concentration in Finance from the University of Notre Dame. He played football at both universities, developing leadership and discipline on the field that now inform his approach to wealth management.
Jon’s philosophy centers on building long-lasting relationships and developing customized strategies tailored to each client's unique needs. By taking the time to truly understand what matters most, he helps clients pursue their long-term financial goals with clarity and confidence. He focuses his services on investment management, retirement planning, and risk management.
Drawing on his personal background, Jon is uniquely positioned to help current and former athletes, coaches, and healthcare professionals navigate their financial futures by combining his experience as a collegiate athlete with his expertise in comprehensive financial planning.
A resident of Colonia, New Jersey, Jon enjoys staying active and connected outside of the office. His personal interests include watching sports, traveling, and spending quality time with his family.