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Professional

Jerry David's mission

My mission is to faithfully and enthusiastically help others reach their goals, whether they are clients, colleagues or friends. Always striving towards personal and professional growth will help ensure that I can provide a high caliber of broad based financial and wealth management solutions

Background

In my life I always enjoyed problem solving. I strive to understand situations thoroughly and seek the best possible courses of action to reach a desired outcome. While engineering provided me with those opportunities initially, it was becoming a Wealth Management Advisor with Northwestern Mutual Wealth Management Company that gave me the outlet to use my enthusiasm and problem solving abilities in a meaningful way to help people achieve their financial goals and objectives.

Education

Bachelor of Science in Mechanical Engineering from University of Wisconsin-Milwaukee
Masters in Business Administration from Marquette University

Awards and Recognition

Jerry David MDRT is a member of the Million Dollar Round Table (MDRT), the premier association of financial professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Million Dollar Round Table Qualifying Member: 2001-2008
National Sales Achievement Award: 2000-2008
National Quality Award: 2001-2008

Associations and Memberships

Professional Organizations

Jerry is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Jerry is also a member of the Society of Financial Service Professionals and the Association of Certified Financial Planners™ (CFP®).

Personal Memberships and Associations

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 Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. 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.