Professional

Daniel B. Jones CFP, CLU, ChFC, RICP has been with Northwestern Mutual since 1998 and the Managing Director of Northwestern Mutual-Utica since 2010.  Dan holds a BS in Business-Economics from Utica College. 

Earlier in his career Dan achieved Pacesetter first 40, was a College Unit Director and Investment Specialist.  He is a qualifying and life member of MDRT, a 3-time OARS award qualifier, 4-time Lives Leader Summit qualifier, 3-time Wealth Management Conference qualifier and 2-time Forum qualifier.  Dan works with his team of 6 members at DBJ Wealth Management.

 

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


DBJ Wealth Management

 

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