Jerry J David : Northwestern Mutual

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Jerry J David, MBA, CLU^®, CFP^®
Wealth Management Advisor

731 N Jackson St Ste 100
Milwaukee, WI 53202-4697

Phone: 414-203-6016

Fax: 414-203-0262

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Vision is not seeing things as they are...but as they will be

What concerns you most about your financial position? Is it losing your business or key employees? Perhaps you are uncertain of how to pass your wealth or your business down to your children. Maybe you are unsure of how you will be sitting financially when you retire.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. That's where Jerry David comes in.

As a Wealth Management Advisor and Estate and Business Planning Specialist, Jerry David specializes in wealth accumulation strategies, comprehensive business planning design and estate planning implementation while focusing on risk protection and security.

Let Jerry David design a plan to address your uncertainties and help you optimize your potential for a future of financial security for your business and your family.

Please visit the Resource Center to enjoy articles on a variety of topical and relevant ideas. You'll also find calculators and market commentary.

Member, Cornerstone Financial Group 2009 Concierge Club

The Concierge Club is an elite group representing the top representatives of Cornerstone Financial Group who serve the business, estate and personal financial needs of our community.

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Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Prescient Financial Solutions is a marketing name for Jerry J David and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Jerry J David is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 731 N Jackson St Ste 100, Milwaukee, WI 53202-4697, 414-224-5000, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Cornerstone Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Jerry J David is primarily licensed in Wisconsin and may be licensed in other states.

CA License: #0F58193

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Prescient Financial Solutions