Jonathan Mueller

Client Service Associate

Jon recognizes the value of strong relationships. He appreciates working for a family-run firm that focuses on making clients feel comfortable and on understanding their goals. 

At Scott Capital Advisors, Jon assists in the client onboarding process, ongoing data maintenance and performing daily processing functions. He also manages client concerns, workflow execution and supporting the firm’s financial advisors.

Before joining Scott Capital Advisors, Jon worked at Wells Fargo Advisors as a registered client associate and an account resolution specialist. Earlier he received a BS in finance from Portland State University. He is a registered investment advisor representative, having completed the Series 66.

Originally from Bloomington, Illinois, Jon moved to Portland, Oregon, in 2014. He enjoys hiking, cooking, learning to play guitar, skiing, going to the gym and watching baseball.

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