Professional

I have had the pleasure of serving my clients in the financial services industry since 1985 and more recently with Northwestern Mutual.

I hold the professional designations of CERTIFIED FINANCIAL PLANNER™, Accredited Estate Planner and Certified Fund Specialist.

Through my affiliation with Northwestern Mutual, I have access to quality insurance and investment products. I offer a broad range of services through the Network, including comprehensive retirement, business and estate planning. I also have access to a network of professionals that provide expert guidance to ensure that my client´s needs are analyzed from every perspective.

My business philosophy centers on a comprehensive yet caring approach that I offer through the Network in meeting the needs of high net worth individuals, successful professionals, business owners and retirees.

J. Jay Kersey, CFP®, AEP®, CFS

Wealth Management Advisor

 

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