Jamie N Houston, CFP®, CLU®, CLTC®

Financial Advisor

950 Main Ave Ste 600
Cleveland, OH 44113-7207
  • Office 216-802-0923
  • Fax 216-273-0230

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Team
From left-to-right: Jamie Cooper, Drew Pavlov, Claire Duna, Kelsey Capecci, Rick Jennings, Chelsea Coleman, Thomas Biel, Brian Boucher, Tim Doyle, Jamie Houston, Autumn Baskerville, Anthony Zrinyi, Toni Santillo

I love that I get to inspire you to financial confidence through meaningful planning.

I partner with wildly successful, passionate, motivated, busy people - especially women (many of whom run their own small business) to make strategic progress on your financial plans, focused around your goals. I pride myself on providing conversations that are valuable, helpful, informative, and productive for my clients.

 

Resources for Women

Resources for Attorneys

Northwestern Mutual's Advanced Planning Library is a powerful legal research database, designed for use by attorneys, CPAs, trust officers, law and business school professors, actuaries, non-profit organizations, and retirement plan consultants. This Web site contents include information on estate, business, charitable, retirement and insurance planning produced by attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.

Resources for Retirement

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

Advanced Planning
Library

 

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