Jeb Beckley, CLU®, ChFC®, RICP®

Wealth Management Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your vision of your future, you need to get to know me. Your vision is unique and should also be reflected in your planning. As a Northwestern Mutual Wealth Management Advisor, I am committed to providing clients with individualized planning to meet their unique needs. 

After receiving my degree from The Ohio State University, I moved to the Kansas City area and opened my own financial practice with Northwestern Mutual in February of 1994. In order to continue my relationships with clients as their lives may take them out of the greater Kansas City area, I maintain investment and insurance licensing in many states across the country.

Designations

I have earned the following designations:

Chartered Life Underwriter® (CLU®)

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

Retirement Income Certified Professional® (RICP®)

A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.

Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.

 

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