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:

  • National Quality Award, 2002-2010
  • Million Dollar Round Table Qualifying and Lifetime Member since 2005
  • 2015 District Network Office Category 5 Leader

 

 

 

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

 

National Quality Award 2002-2010

Award recognizing persistency and performance

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


DBJ Wealth Management

 

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