Jason Akers, CFP®, CLU® in

Jason Akers, CFP®, CLU®

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Wealth Management Advisor | C-Level Executives + Finance | NYC + Philly at Northwestern Mutual
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
19 Years
Current Role
Wealth Management Advisor | C-Level Executives + Finance | NYC + Philly
Location
New York City Metropolitan Area, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-1999
Wealth Management Advisor | C-Level Executives + Finance | NYC + Philly
Northwestern Mutual
7-1999
Seeking Top Talent | Princeton + Mercer County
Northwestern Mutual
7-1999
Top 10 Internship | Seeking Exceptional College Students
Northwestern Mutual
12-2010 - 5-2019
Managing Director | Bucks County
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1994 - 1999
Bachelor's
The College of New Jersey
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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