Jon D. Cross
Jon’s passion is helping people achieve things they could not (or would not) do without his guidance and support. It’s that passion that drove Jon to form The Cross Wealth Management Group in 2005. He knew he would have the opportunity to help people retire with dignity, put their kids through college, navigate complex business arrangements, and accomplish various other important financial goals they have for themselves. Nearly 20 years later, Jon and his team are still helping people with these (and many other) important financial strategies!
Jon graduated in 2003 with a B.A. from the University of Mount Union in Alliance, OH. He is a CERTIFIED FINANCIAL PLANNER® certificant, one of the most respected and prestigious 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 in Brynn Mawr, PA, which are specialized post-graduate credentials in the fields of estate and business planning. Jon also holds his FINRA Series 6, 63, 65, 26, and 7 registrations.
Jon is a resident of Worthington, Ohio, where he lives with his two daughters, and their two labradors. They enjoy traveling, concerts, and many different sports including basketball, skiing, and golf. Jon is also an avid musician and songwriter, and spends much of his free time writing and performing. He plays the guitar and piano, and can occasionally be found singing country songs at local establishments in Columbus. As an Ohio State Buckeyes fan, Jon rarely misses a football game. He also rarely misses a chance to be on the water, especially if that means time spent at Indian Lake, boating, wakeboarding, and relaxing of course! That's one of Jon’s favorite places to spend quality time with family and friends.
