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

Financial Advisor

  • Office 216-802-0923
  • Fax 216-273-0230

Professional

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know your financial advisor.

Review Jamie Houston's experiences and accomplishments:

Jamie is a CFP® Professional (CERTIFIED FINANCIAL PLANNER) and has also obtained the Chartered Financial Consultant (ChFC®) ) and Chartered Life Underwriter (CLU®) designations from the American College and the Certification for Long Term Care (CLTC®) designation, as well as passing the Series 6, 7 and 63 FINRA exams.

Jamie spends a portion of her time helping to identify, select, and mentor new advisors and representatives within the firm, acting as a Growth and Development Director with Northwestern Mutual. Our firm is growing rapidly, so please let us know if you or anyone you know is interested in learning more about this career.

Jamie has achieved MDRT (million dollar round table) production and received the Pearl Circle of Excellence award from WIFS, Women in Financial Services. She is actively involved as an affiliate member of the Women in Law section of the Cleveland Metropolitan Bar Association, and sponsored SNAWA (Southern Nevada Association of Women Attorneys) for many years. She was chosen as a leader in Northwestern Mutual's 250th Fastrack Academy based upon her business and leadership results.

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Advanced financial planning for every person and every need: that is the credo of the Chartered Financial Consultant® (ChFC®) designation program. ChFC® covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. 

The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise. This prestigious course of study advanced my knowledge on the insurance needs of individuals, business owners and professional clients.

The "Certified in Long-Term Care" (CLTC) designation was created in 1999.  It focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.  In this course, Jamie furthered her education on how to mitigate these consequences by developing a plan to protect her clients and their families.

The Series 7 exam — the General Securities Representative Qualification Examination (GS) — assesses the competency of an entry-level registered representative to perform their job as a general securities representative.

The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.

The Series 6 exam is administered by the Financial Industry Regulatory Authority (FINRA) and assesses knowledge of mutual funds, variable annuities, securities and tax regulations, retirement plans, and insurance products.

The Series 63 exam required Jamie to demonstrate knowledge of federal and state securities acts and related rules and regulations, as well as ethical practices and the fiduciary obligations of a financial advisor.

 

Years of Experience

Representing Northwestern Mutual since 2013.

Education

Degree Major Institution
Bachelor of Science Hotel Administration Cornell University - Ithaca, NY
 

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