Jeff A Wells, CLU®, ChFC®, CASL®, AEP®, CLTC

Financial Advisor

Professional

PROFESSIONAL

From my early career choices, it became clear that a relationship was more important than simply transacting business. I work diligently to understand our diverse and ever changing marketplace. I guide my clients to discover and capture their financial dreams.

During my 35 years with NM I have helped many individuals, families and business achieve security and financial peace of mind. You have my commitment of integrity and world class solutions backed by the company with products that are second to none.

I was drawn to The Northwestern Mutual by the Company's unparalleled historic performance and have represented Northwestern Mutual since 1982. My team and I are here to offer you information, service and personal planning “Doing the right thing is never wrong”.

Below is a list of my certifications:

CLU

Chartered Life Underwriter- Jeff Wells received his CLU in 1989 from the American College.

The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Jeff Wells, as well as field managers and others in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.

ChFC

Chartered Financial Consultant- Jeff Wells received the ChFC in 1996 from the American College.

The ChFC program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

AEP

Accredited Estate Planner- Jeff Wells received the AEP in 2005 from the National Association of Estate Planners.

The AEP iss a national organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public's need in estate planning.

CLTC

Certified in Long Term Care- Jeff Wells received the CLTC in 2006 from the Corporation for Long Term Care Certification.

The "Certified in Long-Term Care" (CLTC) program is the long-term care insurance industry's only independent professional designation. Created in 1999, the course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients. 

The Chartered Advisor in Senior Living® designation shows a commitment to helping aging clients achieve financial security now and into the future. The CASL® helps advisors lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.

 

Years of Experience

Representing Northwestern Mutual since 1982.

Education

Degree Major Institution
Associate Degree Business Pasadena City College
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck