Jon Kaplan

Vice President of Sales

Jon joined Source Advisors as the Vice President of Sales in 2020, a position recently created to support the continued growth and development of our national team of business tax credit professionals. Prior to joining Source Advisors, Jon held a similar role with leading national R&D tax credit practice, Intrepid Advisors. His 20+ year career in sales has taken him around the country and the world, and spans diverse markets ranging from handheld electronics to hydrogen fuel cells. Jon has a contagious passion for client success and works tirelessly with our team of experts to provide exceptional results, on time, every time. Jon’s background includes a B.S. in Electrical Engineering and a Masters of Business Administration from Rensselaer Polytechnic University in Troy, NY.

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