Jacob R. Mitchell
Financial Advisor|CFP®, RICP®, ChFC®, CLU®
Professional Summary
Our clients find value when we ask great questions in focused and collaborative conversations. After getting to know you, your family, and your business, our team will build a detailed planning analysis and frame out strategic recommendations in alignment with your goals. We follow through on our planning recommendations and commitments by keeping the conversation open and ongoing with regular annual (or more frequent) update/review conversations.
Designations
CERTIFIED FINANCIAL PLANNER™ Designation - CFP Board
Chartered Financial Consultant (ChFC®) - The American College of Financial Services
Chartered Life Underwriter (CLU®) - The American College of Financial Services
Awards
- Achievement Award 2021-2022
- Life Impact Award 2018-2022
- Pacesetter First 40 2017
- Pacesetter Second 60 2017
- Best Year Ever 2017, 2019-2022
Years of Experience
Representing Northwestern Mutual since 2016.
Education
Double Major | Bachelor of Arts in Economics & German
University of Michigan - Ann Arbor
Our clientele is diverse, meaning we bring value in all corners of the economy. Collaborating with specialized NM advisors creates strategic planning value for our clients.
Financial Planning
Retirement Planning & Income Strategies
Investment Planning & Strategies
Insurance Protection Strategies
Disability Planning for Physicians & Dentists
Business Employee & Executive Benefits Planning
Multigenerational Planning
Tax-Efficient Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Making A Difference Around Town!
Junior Achievement
Jake has been a volunteer facilitator of Junior Achievement lessons in Grand Rapids area classrooms since 2019. He has enjoyed spending time with Northview Public Schools 4th graders while teaching them J.A. curriculum principals of financial literacy, work and career readiness, and entrepreneurship. He feels fortunate that Junior Achievement was consistently part of his education in his early years, and sees volunteering through Junior Achievement as a great opportunity to give back and make a positive difference for students in our community! "Junior Achievement’s mission is to inspire and prepare young people to succeed. In the process, these volunteers serve as role models helping to positively impact young people’s perceptions about the importance of education..." -jausa.ja.org
