Personal
Jon was born and raised in the far north end of New Bedford, MA, and has lived in Acushnet, MA since 2007. He is married to Sara, and together they have two boys, Landon and Jack.
Jon enjoys music, cooking, winter sports, and relaxing at home with his family. He is a huge fan of the Patriots, Celtics, and Bruins, and enjoys golf and coaching youth hockey.
Professional
Jon began with Northwestern Mutual as a College Financial Representative in February of 2006, earning recognition as one of the top college representatives in the country. In 2007, Jonathan earned a Bachelors degree in Operations Management from UMass Dartmouth's Charlton College of Business. He immediately began working in his practice with Northwestern Mutual.
Jon's investment and insurance practice covers all areas of financial planning, and over the years has really found the areas of focus to be in retirement and estate distribution planning. He is a qualifying member of the Million Dollar Round Table. He is also a member of the National Association of Insurance and Financial Advisors, where he has received several National Quality Awards.
Jon is an Emeritus member of the South Coast Business Alliance (SCBA), a non-profit organization comprised of professionals and business owners, who organize and operate fund raising events to benefit youth based charities in the South Coast communities of Massachusetts.
Years of Experience
Financial Advisor, with Northwestern Mutual since 2006.
Education
University of Massachusetts (Dartmouth) - Operations Management (Bachelor of Science)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
South Coast Business Alliance (SCBA)
I am an Emeritus member of the South Coast Business Alliance (SCBA). This is a non-profit organization comprised of young, local, business owners and professionals who get together to organize flagship events in order to raise money for local charities of choice in hopes of enhancing our local communities.
Here are my areas of expertise
Investment Planning & Strategies
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
