Jordan S. Smith

Wealth Management Advisor at Zenith Wealth Concepts

Role: Wealth Management Advisor at Northwestern Mutual
Location: Golden, CO, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jordan S. Smith

Founder of Zenith Wealth Concepts| Specializing in Comprehensive Tax-Efficient Wealth…

Experience

Wealth Management Advisor
Northwestern Mutual
Jan 2008 — Present · Denver/Boulder, CO, US

Skills

Small Business
Investment Strategies
Asset Management
Annuities
Financial Advice
Investments
Insurance Planning
Long-Term Care
Financial Planning
Retirement
Strategic Financial Planning
Investment Advisory
Retirement Income Strategies
Employee Benefits
Insurance
Life Insurance
Finance
Long Term Care Insurance
Pensions
Retirement Planning
Portfolio Management
Disability Insurance
Tax
Health Insurance
Securities
Estate Planning
Wealth Management
Wealth Accumulation
Long Term Care
Fixed Annuities
Financial Services
Asset Allocation
Mutual Funds
Saving for Education
Risk Management

Contact information

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Work email
j••••••••@northwesternmutual.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••86

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Current company

Northwestern Mutual

Financial Services · 38K employees · Founded 1857 · Milwaukee, Wisconsin, United States

At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines

northwesternmutual.com

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