Jordan M Montgomery

Financial Advisor

When planning for your financial future, realizing a need to take greater control of your financial life is the first step. Choosing someone who has the ability and resources to best address your specific needs is the next. 

Because each family or individual is unique, our team takes time to identify and prioritize your specific financial goals.  Once goals are clearly communicated, our team can then lay out a financial blueprint you need to do today to achieve your goals tomorrow. 


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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