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 Certified Financial Planner (r) designation, one of the most respected and prestigeous professional designations in the industry.  As  CFP(r) professional, Jon is held to the highest ethical and professional standards.  Jon also has completed the Chartered Life Underwriter CLU® and Chartered Financial Consultant ChFC® programs from The American College in Bryn Mawr, PA, which are specialized post-graduate credentials in the fields of estate and business planning. Jon also holds his Series 6, Series 63, Series 65, Series 26, and Series 7 licenses.

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

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 2014-2019

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

Jon D. Cross, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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