JR Runion is a distinguished member of the Heritage Wealth Partners team, bringing valuable expertise as the newest addition. Previously serving as a Regional Vice President at Equitable, JR boasts an impressive 18-year track record in the financial industry.
In his role, JR takes on the responsibilities of practice management, business development, and spearheading innovative planning solutions. With a keen focus on delivering a personalized financial planning experience, he has successfully provided clients with the resources and flexibility required for a fluid and dynamic approach.
At the heart of JR's contributions is a comprehensive process developed and honed by him and the team. This process seamlessly integrates investment management, risk management, retirement income planning, estate planning, business and family legacy planning, and philanthropy. This exclusive approach allows JR and his team to assemble all the pieces of the financial puzzle for clients as their lives unfold, remaining engaged as their needs evolve.
JR earned his degree from the Fisher College of Business at The Ohio State University, specializing in accounting. He holds securities licenses including the series 7, 63, and the State of Ohio insurance license.
Outside of his professional endeavors, JR resides in New Albany, Ohio, with his wife Amanda and daughter Hadley. In his leisure time, he indulges in his passion for golf and avidly supports Ohio State sports.