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 at Northwestern Mutual, specializing in helping clients achieve financial security through disciplined planning. A graduate of Western Illinois University, where he played baseball, he is frequently described by clients as patient, thoughtful, and an expert in his field.

Growing up in a military family, Jon has lived around the world but now resides in Chicago. He is an active community member, supporting charitable causes like Alexs Lemonade Stand Foundation for childhood cancer research and volunteering to promote financial literacy for teens.

Unique fact: In addition to his Forbes accolades, Jon was a collegiate baseball player at Western Illinois University.

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Experience
18 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 motivate people to create financial security for themselves and their families through wealth accumulation and risk management.
Wealth Preservation
He focuses on helping clients preserve their wealth, particularly in the face of market uncertainty and evolving tax policies, as mentioned in his professional summary.
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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

Jon Adams – Northwestern Mutual – Forbes Profile. Featured in Forbes
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Jon Adams, Financial Advisor - Skokie, IL 60077. Featured in Northwestern Mutual
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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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