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Jon Carlson - HECM Specialist in Walnut Creek, CA

Jon Carlson

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HECM Specialist

Mutual of Omaha Mortgage
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Jon Carlson is an expert on FHA-insured Reverse Mortgages, known as Home Equity Conversion Mortgages (HECM). Based in the San Francisco Bay Area, he has been helping seniors take advantage of the HUD Reverse Mortgages and to find solutions ... Show More
Mortgage
Mortgage Loan Officer
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Contact Info
(925) 639-2711
Walnut Creek, CA
https://mutualreverse.com/lo/jon-carlson/
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  • google
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    Darla S
    Posted on June 19th, 2026 04:17 PM
    Jon helped me tremendously. He was very patient and not pushy as it took me some time to go forward. Any question I had he responded quickly and professionally. Will recommend him highly.
    Reply from Owner
    June 19th, 2026 04:33 PM
    Thank you Darla for your kind words. It was a pleasure helping you meet your goals. I appreciate your trust and am grateful for the opportunity to be part of your improved retirement journey.
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    Rex M
    Posted on June 13th, 2026 01:59 PM
    Jon is a person with the utmost integrity, he sincerely puts his client's best interst first. I would not hesitate to recommend his sevices.
    Reply from Owner
    June 13th, 2026 02:34 PM
    Thank you for your kind words. I truly appreciate your recommendation and the trust you put in my work. Hope to talk soon!
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    Kris V S
    Posted on June 3rd, 2026 03:08 PM
    Jon is a professional. He's competent, knowledgeable, responsive, and friendly. He educated me on various aspects of financing my primary and vacation home. We determined optimal solutions and then moved forward with implementation. Jon will...
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    Reply from Owner
    June 4th, 2026 07:00 PM
    Thank you for your kind words and thoughtful review. It was truly a pleasure working with you on both your primary residence and vacation home financing. I appreciate the trust you placed in me throughout the process.Your commitment to understanding...
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    Theresa L L
    OCEANSIDE, CA
    Posted on October 24th, 2025 09:18 PM
    Jon was always available when I had a question or was just feeling overwhelmed by the experience of gathering documents, etc. He really kept my blood pressure out of the red zone. I'm very grateful for his knowledge, experience, and overall...
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    Reply from Jon Carlson
    October 29th, 2025 09:19 PM
    I truly appreciate your feedback, Theresa. It's great to know that I could be there when you needed support and that my guidance helped ease the process for you. It can indeed be overwhelming, and I'm glad we could work together to navigate...
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  • SFTP
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    Sandra M
    San Mateo, CA
    Posted on February 28th, 2025 04:36 PM
    Please see my comments above. I will add to them by saying I would never work with any other mortgage broker again. The time he spent on my purchasing, this house was above and beyond. I couldn't ask for anyone else that would be better than...
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    Reply from Jon Carlson
    March 5th, 2025 03:38 AM
    Hi Sandra, thank you so much for your feedback. It was my pleasure to help you get into your forever home.
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    Mason O
    Posted on June 29th, 2023 04:27 PM
    Been able to trust and work with Tricia D. Ramirez has really been great. Coaching me on how to trade, monitors my account, makes 6 figures and be able to make a withdrawal from my capital has really been amazing 😉 FACEBOOK :https://www.facebook.com/Triciadramirez...
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    Sharon M
    Posted on December 22nd, 2022 11:02 AM
    We financed the purchase of our first home through Mrs Lisa Codwell and had such a great experience that we’ve since refinanced with her twice. MRS Lisa Codwell and her team are fantastic! They make the process easy to understand, walked us...
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    Kristopher J V
    ORINDA, CA
    Posted on November 5th, 2022 03:00 PM
    Professional Counseling
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    Gwendolyn W
    BENICIA, CA
    Posted on October 24th, 2022 04:16 AM
    Communications. Relaying pertinent info and instant responses.
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    Edward M P
    Olymipc Valley, CA
    Posted on September 11th, 2022 08:04 PM
    Jon and his colleagues were expedient, always willing to help, and I felt cared for as a client throughout the process.
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    About
    Jon Carlson is an expert on FHA-insured Reverse Mortgages, known as Home Equity Conversion Mortgages (HECM). Based in the San Francisco Bay Area, he has been helping seniors take advantage of the HUD Reverse Mortgages and to find solutions to their financial challenges for over ten (10) years. This includes using the program as a wealth management tool to extend retirement or to transition into a new home purchase with no mortgage payments. He regularly speaks to various senior groups including the American Legion, Kiwani’s, numerous senior centers and campuses. He is a graduate of UC Davis, a licensed real estate professional and holds a Mortgage Loan Originator endorsement (#257040).
    Products & Services
    Mortgage Loan Officer
    FHA Home Loan
    Fixed Rate Mortgages
    HECM for Purchase
    Financing Retirement
    Funding for Aging in Place
    Specialities
    Reverse Mortgages
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    Addresses and Serving Areas

    Year Started

    2004

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS# 257040
    Disclaimer