Jessica Marie Carlson
Financial Advisor
Professional
Jessica Carlson is a Financial Advisor and Growth and Development Director with over 12 years of experience in the industry. Her passion lies in helping individuals unleash their full potential through strategic planning. Jessica prioritizes building strong relationships to empower her clients to make informed decisions and take control of their financial future.
Having earned her bachelor's degree in Business with emphasis in Finance from Grand View University, Jessica combines her expertise with a client-centered approach to provide personalized guidance for individuals and families to navigate the complexities of financial management.
Education:
- FINRA Series 6, 7 & 63
- Life, Health, and Securities Industry Essentials
Associations and Memberships:
NAIFAAs a member of the National Association of Insurance and Financial Advisors (NAIFA), Jessica Carlson joins 70,000 professional advisors in promoting ethical conduct and sound business skills.
NAIFA is a national nonprofit organization representing insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Personal
Jessica's career with Northwestern Mutual began as a part of the summer internship program in 2011. From what her friends and family could tell about her that summer, she was "madly in love" with being an advisor at Northwestern Mutual.
Jess is a proud resident of West Des Moines, Iowa, where she resides with her husband, Brian, and their three sons - Graham, Baker and Finn. When they aren't chasing toddlers around the house, they are traveling, spending time with extended family, and throwing endless fetch to their yorkie, Bella.
Jessica loves being active and making an impact in the community. She and her family enjoy supporting community events and actively contribute to various organizations including Alex's Lemonade Stand Foundation and Grand View University.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
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.

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
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning