JEAN MONDESTIL

Jean is a Financial Advisor and Associate Director - Investments at Oppenheimer & Co. Inc., based in the firm’s Washington D.C. office. With over 15 years of experience in the financial services industry, he provides comprehensive wealth management and investment guidance to high-net-worth individuals, families, and institutions nationwide.

Jean works with a wide range of clients including affluent families, trusts, estates, non-profits, endowments, pension plans, and business owners. He offers personalized strategies across the full spectrum of financial services, including equities, fixed income, ETFs, mutual funds, and structured products, as well as insurance, annuities, retirement planning, education funding, and trust and estate strategies. He also helps business clients with investment and succession planning, along with tailored retirement process. 

Known for his thoughtful approach and strong communication, Jean takes the time to fully understand each client’s goals, values, and long-term vision. He believes in developing holistic strategies that support not only the client’s current needs but also the financial well-being of future generations. To provide a seamless and coordinated experience, he has established trusted partnerships with estate attorneys, CPAs, business consultants, and real estate professionals, creating a centralized strategy or clients’ financial lives.

Before joining Oppenheimer, Jean held roles in mortgage lending, small business banking, personal banking, and credit services, giving him a well-rounded view of the financial landscape. He holds FINRA Series 7, 63, and 65 licenses, along with Life and Health Insurance licenses.

Outside of his professional work, Jean is passionate about giving back to his community. He has volunteered with the Special Olympics and previously taught reading to children at his local library in Rhode Island. A former high school and semi-professional football player, he brings the same discipline and commitment to his work with clients. Jean also enjoys music and plays the alto saxophone, along with several other instruments.