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WealthBuilder CashFlow System
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Schedule a Walkthrough of the WealthBuilder CashFlow System
Jon’s mission to provide exceptional wealth management is a personal one, inspired by his family of financial planners. After graduating from Tulane University, he merged practices with his mother in 2003 to form Waller & Wax Advisors, Inc. Today, he leads a team-based service model that coordinates with a client’s entire professional team, including attorneys and CPAs.
This holistic approach, which is encapsulated in the WealthBuilder CashFlow System, ensures tailored results are delivered to help clients accomplish their unique financial goals.
Jon Wax, CEO, CFP
Intro Session with Jon:
CashFlow System
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. 401(k) plans are long-term retirement savings vehicles. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Dividends are not guaranteed and must be authorized by the company’s board of directors.
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.