Jason R Akers
Wealth Management Advisor|CFP®, CLU®, ChFC®
Personal
Jason grew up in Collingswood, NJ and attended Camden Catholic High School. From there, he attended The College of New Jersey as a business major. Jason began his career with Northwestern Mutual as a Financial Representative Intern in 1999. He became a full-time financial representative in July of 1999. Jason has held many leadership roles within the company, most recently as a Managing Director. Jason has achieved his CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant, and Chartered Life Underwriter designations, and is a lifetime member of the Million Dollar Round Table. Jason and his team specialize in working with successful individuals in the areas of insurance/risk management planning, retirement planning strategies, asset allocation, and wealth distribution. Jason resides in Chesterfield, NJ and is the proud father of two young boys, Jonah and Jamison.
Professional
After obtaining my degree in Business Administration at The College of New Jersey, I was seeking a career in the business field that was hands-on, enabled me to meet new people, and allowed me the freedom to build my own business in the way I saw fit. Becoming a Northwestern Mutual Advisor has allowed me to do all of those things and more. Being able to pursue my entrepreneurial spirit while helping others to achieve their own success has been tremendously rewarding for me.
Areas of Expertise
Retirement Planning & Income Strategies
Investment Planning & Strategies
Insurance Protection Strategies
Wealth Management
Estate Planning
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.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
