Jason Akers

About Jason Akers

I help people achieve their financial goals and protect their dreams. I use a comprehensive planning process, combined with sound advice, strong follow-through, and excellent customer service to help my clients protect and grow their wealth throughout their lives. I joined Northwestern Mutual in July of I was initially attracted to the career because of the financial independence and the focus on family values. Today I’m enjoying what I’m doing more than ever! I love meeting new people, hearing their stories, and offering guidance that helps them to reach the goals that they set for themselves, and their future. Not only do I get to make an impact in the lives of my clients, but also have been given the opportunity to grow a team of successful individuals. I work diligently to mentor new financial representatives as they build their businesses. Balancing both of my roles, I am able to help more people than I ever imagined. A few things you need to know about me: My philosophy | “Lead by Example, Enrich Lives, Build Legacies”I have run a very successful personal practice while also overseeing the firm as the managing director. I have been fortunate enough in my professional career to earn several awards, through my company. My biggest honor was being recognized as Financial Representative of the Year in 2009 for my Network Office. I was lucky enough to speak on stage at our Annual Meeting in 2016 and share a client story with my colleagues from across the country. It was an amazing experience.When I’m not in the office you can find me biking, fishing, or hanging with my two boys. I love traveling and exploring new places. My team is growing and I’m seeking top talent to join me on this amazing journey!Want to Learn More… Let’s Connect. j••••••••@nm.com 60••••••19

Experience

1. Wealth Management Advisor C-level Executives Finance Nyc Philly

   Northwestern Mutual

   Jul 1999 — Present · Bucks County, PA, US

   I use my abilities as a financial professional, along with my genuine care for others, to help people achieve their goals and protect their dreams. I provide guidance that I believe to be in the best interest of the client at all times. By forming solid, long-term relationships based on trust and good service, I am able to build my practice through a strong referral network. My focus on helping people achieve financial freedom will provide me with the same success I seek for my clients. The freedom that this success provides will allow me to become an even greater caregiver to my family, friends, and clients, as well as being a leader in my community. What my clients can expect from me: Sound, truthful and solid advice Opportunities for more-efficient use of their money Guidance on creative tax-preferential, wealth building vehicles Making sure that their planning is implemented properly Great customer service and an active long term planning relationshipLet me ask you two questions:1. Do you want to make sure that you, and your family are financially protected?2. Do you want to make sure that your financial plan is comprehensive and you are saving in the most effective and tax-efficient ways possible?If you need help answering either of these questions, we should talk! Financial security is often a major objective in each of our lives. You try to do what\'s right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs, those of your family or your business, I can help you identify your needs and provide complementary solutions.Let’s Connect: j••••••••@nm.com My Team: Jennifer Leder | Office Manager Kristen Szlachta | Associate Financial Advisor Olivia Ciotta | Execution Team & Underwriting

Education

• The College of New Jersey

  Bachelor's, Business, Marketing

  1994 — 1999