Jon Caplan

Registered Paraplanner

Jon Caplan

Jon is the newest member of Axial’s Marina Bay office and works closely alongside Marcus Papajohn and Kevin O’Sullivan. Jon brings to the table nearly a decade of industry experience, having previously worked at Bleakley Financial Group, Northwestern Mutual, and Citizens Bank.

Jon is intimately involved in all aspects of the practice, including operations, financial planning, and risk management. He is very
client-focused and takes pride in providing exceptional service.

Jon grew up in the Boston suburbs and graduated from UMass Amherst’s Isenberg School of Management. He lived in Boston’s North End and South End neighborhoods for several years and now
resides in Canton. He enjoys spending time with family and friends, exercising, cheering on Boston sports teams, and trying to break one hundred on the golf course.

Contact Us Today

We’d be happy to set up a free consultation with one of our trusted advisors to discuss your financial future.

General Contact