Jon L. Bowles is a respected financial advisor based in Woodland Hills, California, and the founder of JLB Financial, Inc., which he established in the fall of 2009. With 28 years of experience in the financial services industry, Jon has helped hundreds of clients develop and implement comprehensive retirement income plans. Having guided clients through significant market downturns, he understands the importance of capital preservation and makes it a central focus of his practice.
For more than 28 years, JLB Financial, Inc. has helped clients navigate complex financial decisions. Whether you are planning for retirement, evaluating tax planning strategies, or updating an existing estate or risk management plan, our firm is committed to providing thoughtful, personalized guidance.

Jon is committed to ongoing professional development and participates in extensive continuing education programs to stay current on the latest financial tools and planning strategies in the industry.

JLB Financial combines a detailed understanding of retirement benefits with a thorough analysis of each client’s unique situation, supported by experience in investment management, tax planning strategies, and retirement income planning strategies.

Jon L. Bowles graduated from the University of California, Los Angeles, and began his financial services career at Morgan Stanley Dean Witter. He spent six years with Morgan Stanley, followed by seven years with Citi Personal Wealth Management and in the fall of 2009 began his own firm, JLB Financial, Inc. Jon’s securities registrations include Series 63 & 65 and he also holds California Insurance License #0C88392.

Outside of work, Jon enjoys golf, travel, walking, and exercise. He especially values time with his family—his wife, Candis, and their three children, Quincy, Zachary, and Monroe