Jon Lugo

Jon Lugo is an experienced wealth management professional currently serving as a Wealth Manager at Axxcess Wealth Management since February 2023. Prior to this role, Jon held multiple positions at Luminate Wealth Management & Insurance Services and Northwestern Mutual, where Jon worked as a Financial Advisor from January 2013 to February 2023. In addition to their advisory roles, Jon also served as a Growth & Development Director. Jon holds a Bachelor of Arts degree in Communication Studies from San José State University, which was obtained between 2005 and 2008, and previously attended California State University, Fullerton from 2002 to 2005.