Jon D. Cross, CFP®, CLU®, ChFC®

Wealth Management Advisor


I graduated in 2003 with a B.A. from the University of Mount Union in Alliance, OH.  I have completed the Chartered Life Underwriter CLU(r) and Chartered Financial Consultant ChFC(r) programs from The American College in Bryn Mawr, PA, which are specialized post-graduate credentials in the fields of estate and business planning.  I also hold my Series 6, Series 63, Series 65, Series 26, and Series 7 licenses. 

I enjoy helping people.  Whether we're preparing for the uncertainties of life, or intelligently striving to reach long term financial goals; I can help with every step along the way.

Utilizing the resouces of the Northwestern Mutual, I have the chance to help people, families, and businesses on a consistent basis, and it's the excitement of those trusting relationships that keeps me working hard for my clients each and every day.

Associations and Memberships

Member of the National Association of Insurance and Financial Advisors (NAIFA)

Member of the Million Dollar Round Table (MDRT)

Member - Northwestern Mutual Government Relations Field Committee

Past President of Business Network International (BNI) - Leading Edge Chapter

Member of  the Worthington School Board Business Advisory Council

Classroom Consultant for Thomas Worthington High School

Member of the Worthington Area Chamber of Commerce


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck