Jon Adams in

Jon Adams

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Financial Advisor at Northwestern Mutual
📍 Lake Forest, Illinois, United States

Jon Adams is a Forbes-recognized Private Wealth Advisor with Northwestern Mutual, specializing in wealth accumulation and preservation. A graduate of Western Illinois University, he focuses on creating highly personalized financial plans. Clients often describe him as patient, knowledgeable, and adept at building strong relationships based on their specific goals.

Beyond his financial expertise, Jon has a background in competitive athletics, having been a college baseball player for Western Illinois University. He is also involved in his community, showing support for charitable organizations such as Luries Childrens Hospital, which he connected with through his professional network.

Jon was a pitcher for his universitys baseball team before embarking on his successful career in finance.

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Experience
19 Years
Current Role
Financial Advisor
Location
Lake Forest, Illinois, United States
Personality Overview

How Jon shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jon cares about

Financial Security
His stated mission is to help clients create financial security for their families, focusing on risk management and wealth accumulation.
Tax Planning
He proactively shares updates and offers guidance on changes to tax legislation and how they impact financial planning for his clients.
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Career

Work history

4-2014
Financial Advisor
Northwestern Mutual
4-2012 - 2-2014
Mortgage Loan Officer
Motorola Employees Credit Union
12-2010 - 4-2012
Advisor
Morgan Stanley
12-2006 - 12-2010
Assistant Manager
Wells Fargo Financial
In the press

Media appearances

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Education
2002 - 2006
Bachelor of Arts (BA)
Western Illinois University
8-1998 - 6-2002
Education details unavailable
Quincy Senior High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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