Jon Shaw

Jon Shaw

Jon Shaw
Wealth Advisor, RJFS | Financial Consultant Pinnacle Asset Management


2325 Vanderbilt Beach Road
Naples, FL 34109
Phone: 239-497-9189
Fax: 615-466-5723
Email

With the knowledge that comes with more than 25 years of experience in the financial services industry, Jon Shaw helps investors navigate the myriad of available investment options with dedicated and focused service and a personal commitment. He places strong emphasis on understanding each client’s individual goals, circumstances and priorities in order to provide thoughtful guidance tailored to their needs.

From financial planning to comprehensive account management, Shaw strives to make recommendations solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk, while maintaining a long-term perspective and a commitment to responsive, personal service.

At Raymond James, Shaw has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. He also provides the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Shaw attended American University from 1992 to 1996 and received a Bachelor of Science. Upon graduation, he and Caroline, his wife of 26 years, moved to Florida, drawn by the warmer climate.

He began his career as a senior accountant with the University of Florida Department of Pathology. After moving to Naples, Shaw began working for Morgan Stanley and later continued his career with Wachovia and Truist. In 2026, he joined Raymond James, bringing with him more than two decades of financial services experience and a continued dedication to serving clients.

He and Caroline currently live in Naples, Florida, and have two daughters, Sydney and Abigail. Shaw values the relationships he has built throughout his career and takes pride in helping clients approach their financial lives with greater clarity and confidence.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

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All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.

Securities offered through Raymond James Financial Services, Inc., memberFINRA/SIPC, marketed as Pinnacle Asset Management, and are:

  • Not deposits
  • Not insured by FDIC or any other governmental agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.

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