JC
Jonathan M. Cross
VOYA FINANCIAL ADVISORS
Derby, KS 67037-1449
Some features on this profile are disabled
CRD#: 5829970
JC
Professional summary
Jonathan Michael Cross, who also goes by Jon Michael Cross, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Derby, Kansas.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jonathan has worked at 1 firm and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Michael Cross
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF ENTITY:Cross Financial Group; Yes; 124 S BALTIMORE AVE STE F; DERBY; KS; 67037; Financial Services/DBA; Vice President; 7/6/2015; 160; 160; Sale of securities and investment products.| NAME OF ENTITY: Independent Insurance Agent; Yes; 124 S BALTIMORE AVE STE F; DERBY; KS; 67037; Fixed Insurance Sales; Independent Insurance Agent; 4/14/2011; 160; 160; Sales of fixed insurance products| NAME OF ENTITY:CROSS FIREWORKS, LLC; No; 1591 E 132ND CT N; MULVANE; KS; 67110; FIREWORKS SHOWS; PRESIDENT; 8/1/2017; 32; 4; OPERATIONS/LICENSED DISPLAY FIREWORKDS OPERATOR-KS| NAME OF ENTITY:Cross Financial Services, Inc.; Yes; 124 S BALTIMORE AVE STE E; DERBY; KS; 67037; Investments - fixed products; Account Executive; 11/1/2009; 160; 160; Account Executive selling life/fixed products, running proposals, answering phone calls| NAME OF ENTITY:Cross Advisory Group; Yes; 124 S Baltimore Ave, Ste F; Derby; KS; 67037; Financial Services/DBA; Vice President; 6/14/2019; 160; 160; Sell and service of insurance, securities, and investment products| JONATHAN M. CROSS POSITION: Ordained Minister NATURE: Ordained Minister INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 3 START DATE: 07/19/2023 ADDRESS: 951 N Georgie Ave, Derby KS 67037, United States DESCRIPTION: Evangelism, preaching, guest speaker, officiating weddings and funerals. KANSAS CHRISTIAN EDUCATION BOARD POSITION: Board Member NATURE: The Christian Education Board has the duties to plan and assist in organizing and sustaining strong Sunday School and Church Training Services. Plan and promote educational endeavors such as conferences, camps, and retreats. The Christian Education Board should also plan and promote all youth activities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/02/2024 ADDRESS: 6332 S Kansas Ct, Wichita KS 67216, United States DESCRIPTION: Planning, organizing, voting, and running all activities and events pertaining to the Kansas Christian Education Board for all churches belonging to the Kansas State Association of Free Will Baptists.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael Cross's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Michael Cross's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 25, 2012 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 124 S. Baltimore Avenue Suite F, Derby, KS 67037-1449RIA
BD
CRD#: 2882
Derby, KS
Current
May 17, 2011 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 124 S. Baltimore Avenue Suite F, Derby, KS 67037-1449RIA
BD
CRD#: 2882
Derby, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/31/2023)
RR
Arizona(10/28/2021)
RR
Arkansas(1/2/2025)
RR
California(8/18/2020)
RR
Colorado(6/1/2015)
RR
Connecticut(8/8/2022)
RR
Florida(1/21/2014)
RR
Georgia(11/2/2018)
RR
Illinois(5/12/2014)
RR
Indiana(1/11/2023)
RR
Iowa(1/6/2014)
RR
Kansas(9/7/2011)
IAR
Kansas(4/25/2012)
RR
Kentucky(10/30/2020)
RR
Michigan(5/28/2024)
RR
Minnesota(1/27/2025)
RR
Missouri(5/23/2013)
RR
Montana(10/14/2020)
RR
Nebraska(6/26/2019)
RR
Nevada(2/21/2025)
RR
New York(8/2/2021)
IAR
New York(10/11/2022)
RR
North Carolina(10/31/2023)
RR
Ohio(1/18/2022)
RR
Oklahoma(11/5/2012)
RR
Oregon(8/11/2021)
RR
Pennsylvania(5/2/2024)
RR
South Dakota(2/10/2015)
RR
Texas(5/10/2017)
IAR
Texas(5/11/2017)
RR
Virginia(10/16/2019)
RR
Washington(10/2/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VOYA FINANCIAL ADVISORS, INC.
CRD#: 2882Derby, KS 67037-1449TRUST BUT VERIFY
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