Professional
Jon D. Cross, CFP, CLU, ChFC graduated in 2003 with a B.A. from the University of Mount Union in Alliance, OH. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation, one of the most respected and prestigeous professional designations in the industry. As a CFP® professional, Jon is held to the highest ethical and professional standards. Jon also holds the Chartered Life Underwriter CLU® and Chartered Financial Consultant ChFC® designations from The American College which are specialized post-graduate credentials in the fields of estate and business financial planning. Jon also holds his FINRA Series 6, Series 63, Series 65, Series 26, and Series 7 registrations.
According to Jon: "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. In my role, 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), Court of the Table
Member - Northwestern Mutual Government Relations Field Committee
Chairperson - Northwestern Mutual Community Outreach 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
Awards and Recognition
Million Dollar Round Table Qualifying Member 2014-2020
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2009-2010
Award recognizing persistency and performance
