Jon Peyton in

Jon Peyton

Evaluator · DISC type Dcs
Managing Partner at Sell Side Securities™
📍 Ashburn, Virginia, United States

Jon Peyton is a serial entrepreneur and LinkedIn Top Voice who has founded multiple businesses, including Sell Side Securities™ and C-Suite Planning™, focused on supporting entrepreneurs. He specializes in personal financial planning, value creation, and maximizing exit value for his clients, holding an Executive MBA from George Mason University.

Outside of his direct business ventures, Jon is passionate about simplifying complex financial situations for others. A key personal motivation for his work is his focus on special needs financial planning, a cause close to his heart as he raises a daughter with a developmental disability.

Unique Fact: Jon is the author of a financial planning book titled "The Master Plan" and hosts "The Entrepreneurs Adviser" podcast.

Read the full overview →
Experience
21 Years
Current Role
Managing Partner
Job Level
Leadership
Location
Ashburn, Virginia, United States
Personality Overview

How Jon shows up

Quality Focused
Hard To Convince
Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Jon cares about

Entrepreneurial Finance
He has built an ecosystem of companies like Founder's Accounting™ and C-Suite Planning™ specifically to help founders manage finances from scaling to a successful exit.
Business Exit Strategies
A core part of his professional identity, with his firms Value Creation Consultancy™ and Sell Side Securities™ focused on maximizing the exit value for business owners.
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Career

Work history

1-2024
Managing Partner
Sell Side Securities™
12-2023
Founding Partner
Founder's Accounting™
1-2021
Founder | Principal Consultant
Value Creation Consultancy™
1-2018
Jon Peyton
JonPeyton.com
10-2016
Founder | Chief Market Strategist | Senior Portfolio Manager
Different Investments™
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2013 - 2014
Executive MBA
George Mason University
2010 - 2011
Executive Certificate in Financial Planning
Georgetown University School of Continuing Studies
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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