Jake Cohn, CFP®, CLTC®
Wealth Management Advisor


Thomas Cohn Associates

Jake's Professional Story

Jake graduated with a B.A. in English and Philosophy from DePauw University.

As a Field Director and Financial Advisor at the Russo Network Office of Northwestern Mutual, Jake's mission is to create enduring relationships with his clients by providing expert guidance for a lifetime of financial strength.  He and his team work with successful professionals, closely held businesses, families and their advisors to help them successfully enhance the results of their estate plans, protect wealth, and meet their financial goals and objectives. 

Jake offers a high level of expertise with Life, Disability, and Long Term Care insurance product and Investment strategies, while also being able to take advantage of Northwestern Mutual’s network of specialists who focus on specific areas of a business or family’s financial needs.

Planning for Financial Security with Northwestern Mutual

Learn how Northwestern Mutual can help you achieve your goals with our unique planning process. Our comprehensive approach to personalized financial planning can help you achieve the future you envision.

Awards and Recognition

Million Dollar Round Table Qualifying Member  2011-2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

National Association of Insurance & Financial Advisors Quality Award  2012-2015

Award recognizing commitment to excellence in service to clients and industry.

Life Impact Award  2009-2015 

Northwestern Mutual award which recognizes its Life Insurance leaders. 

NAIFA Quality Award  2012-2014

The National Association of Insurance and Financial Advisors (NAIFA) is a professional association representing and providing advocacy for those in the insurance and financial advisor industry. The NAIFA Quality Award honors exceptional professionalism, service, and quality production.

 

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