jmortola@journeysw.com 
480.299.0098 
Bio
With decades of experience in financial advising, John brings a wide range of knowledge to our clients and, most importantly, he combines an overarching desire to help, with the ability to simplify complex issues.
With expertise in investments, insurance, and mortgage lending, he has helped hundreds of individuals and corporate clients to achieve their goals through focused analysis, caring guidance, and implementation.
He built and sold a multimillion-dollar mortgage brokerage, allowing him the freedom to follow his dreams of world travel and self-exploration.
John’s broad coaching background and approach adds a dimension of personal development and spiritual growth, guiding clients to a deeper understanding of themselves, their life and financial potential.
New York & New Jersey
Mike Brown
Financial Advisor, Partner
Utah
Kathleen Barlow
Financial Advisor, Managing Director
Virginia
Melissa Clark
Director of Planning
Virginia
Angela Lessor CDFA® CFP®
Financial Advisor
Virginia
Mark Newfield CFP® & RICP®
Financial Advisor & Managing Director
Northern California
Brett Agnew CFP®
Financial Advisor
Northern California
Kristin Bartlow CFP®, CLU®, RICP®, CHFC®, WMCP®
Financial Advisor, Managing Director
Seattle
Laurie Adams RICP®
Financial Advisor, Managing Director
Ready
to take the first step?
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
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