Jason Scott Houston
Wealth Management Advisor|RICP®, CFP®
About Jason
I was born and raised in Nebraska and grew up in Minden. After high school I attended the University of Nebraska at Kearney where I earned my Bachelors Degree in Psychology. While there I met my wonderful wife Misty. After completing our education, we settled down in Omaha.
We got married in June 2009 and have two very handsome sons, Jaxon and Kallen, who keep us busy and always entertained. I enjoy spending free-time with family and friends, love traveling, watching or attending sporting events, and am a big Chicago Cubs and Husker fan. Go Big Red!
I began my career as a Financial Advisor with Northwestern Mutual in January 2012 and later went on to become a Top 10 College Unit Director (CUD).
I am a CERTIFIED FINANCIAL PLANNER™ Professional. This certification is the standard of excellence in financial planning. As a CFP® Professional I have met rigorous education, training and ethical standards, and I am committed to serving my clients' best interests today to prepare them for a more secure tomorrow. I am also a Wealth Management Advisor and currently serve as the Disability Insurance Specialist for Nebraska.
I enjoy working with business owners, corporate executives, medical professionals, engineers, and business professionals in helping them achieve their financial goals. I currently advise clients in the Omaha area, in Nebraska, and throughout other areas of the country. Working with these individuals and their families to help ensure that their financial future is secure is a passion of mine that I enjoy doing every day.
Lending a hand in my community.
Jason enjoys giving back and continually seeks out ways to serve the Omaha Metro area. He strives for excellence in both his professional and personal life and takes great pride in being involved throughout his community. Some of Jason's most recent involvements include:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Camp CoHoLo | Oct 2016 - August 2022 | Board of Directors
Camp CoHoLo was founded in 1985 as a way to give kids with cancer and blood disorders a 'normal' camping experience. With their daily medications and special medical needs, these kids often didn't have an opportunity to attend camp before Camp CoHoLo was founded. Camp CoHoLo now host approximately 150 children each summer, as well as approximately 25 children each fall for a weekend sibling camp. Camp CoHoLo's mission is to serve children between the ages of 6 to 17 that are impacted by cancer or blood disorders. Campers include children undergoing therapy and those who are off treatment.
Foodbank for the Heartland
Founded in 1981 and headquartered in Omaha, Nebraska, Food Bank for the Heartland is a 501(c)(3) nonprofit organization with a vital focus: to provide food to children, families, seniors, and veterans facing hunger in Nebraska and western Iowa, to ultimately eliminate hunger in our communities, and to serve our neighbors with respect, integrity and urgency. The Food Bank serves 93 counties—77 in Nebraska and 16 in western Iowa.
The Salvation Army
In 1891, Salvation Army Captain Joseph McFee was distraught because so many poor individuals in San Francisco were going hungry. During the holiday season, he resolved to provide a free Christmas dinner for the destitute and poverty-stricken. As he pondered the issue, his thoughts drifted back to his sailor days in Liverpool, England. He remembered how at Stage Landing, where the boats came in, there was a large, iron kettle called "Simpson's Pot" into which passers-by tossed a coin or two to help the poor. The next day Captain McFee placed a similar pot at the Oakland Ferry Landing at the foot of Market Street. Beside the pot, he placed a sign that read, "Keep the Pot Boiling."
Open Door Mission
Open Door Mission was founded in 1954 and is committed to breaking the cycle of homelessness and poverty. Each day, Open Door Mission's campus offers 816 safe, shelter beds to homeless men, women, and children, serves over 1,200 hot, nutritious meals, and provides preventive measures to more than 1,082 people living in poverty.
Habitat for Humanity of Omaha
Habitat for Humanity of Omaha is a grassroots organization that builds and renovates houses, forges community partnerships and breaks down barriers.Habitat Omaha's partner families have incomes that are 25 to 50 percent of median in the Omaha area. Homeowners are required to complete 350 hours of Sweat Equity before purchasing their homes through 25 or 30-year no-interest mortgages. Through Habitat Omaha, more than 330 families have realized the dream of home ownership and are ending the cycle of poverty for their children.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Wealth Management
Insurance Protection Strategies
Disability Planning for Physicians & Dentists
Life Insurance Strategies
Long-Term Care Planning
Retirement Planning & Income Strategies
Advisory Services
Education Planning & Funding
Certifications
- CERTIFIED FINANCIAL PLANNER™ Professional
- Retirement Income Certified Professional (RICP®)
- SIE - Securities Industry Essentials Examination
- Series 6
- Series 7
- Series 63
- Series 66
Awards and Recognition
Million Dollar Round Table Qualifying Member 2015-2024
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 Association of Insurance and Financial Advisors Quality Award 2014-2015, 2018-2019
Award recognizing commitment to excellence in service to clients and industry
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.
