Jamie N Houston, CFP®, ChFC®, CLU®, CLTC®

Wealth Management Advisor

950 Main Ave Ste 600
Cleveland, OH 44113
  • 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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

Advanced Planning
Library

 

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