Professional

Daniel B. Jones, CLU®, ChFC®, CFP®, RICP®, is the Managing Director of the Northwestern Mutual's Utica and Binghamton offices.

His designations include: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), CERTIFIED FINANCIAL PLANNER™ certification (CFP®), as well as the Retirement Income Certified Professional (RICP®).

In 2011, Dan Jones was a qualifying member of the Northwestern Mutual Forum, which places him amongst the top producers in the company. 

Dan Jones received his Bachelor of Science in Business Economics from Utica College in 1997.  In 1998, Dan Jones began at Northwestern Mutual and his career has led him to become a Wealth Management Advisor.  During his time with Northwestern Mutual he has received the following awards/recognition:

 

National Quality Award, 2002-2010

Million Dollar Round Table Qualifying and Lifetime Member 2005-2015

2015 District Network Office Category 5 Leader

 

 

 

Daniel B Jones, CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

 

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