Professional

Daniel B. Jones, CLU®, ChFC®, CFP®, RICP®, is the Managing Director of the Northwestern Mutual Utica office.

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

Dan received his Bachelor of Science in Business Economics from Utica College in 1997. In 1998, he began at Northwestern Mutual as a fully licensed Wealth Management Advisor.

During his time with Northwestern Mutual he has received the following awards/recognition:

  • Million Dollar Round Table & Court of the Table Qualifying & Lifetime Member
  • Qualified for Forum 2018-2019

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2005-2013

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2014-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Daniel B Jones, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor


DBJ Wealth Management

 

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