Jeff Mall, CFP®, CLU®, ChFC®

Financial Advisor

  • 904-359-8465
  • 904-349-5155
  • FAX 904-359-8490

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

My Mission

My mission is to help people develop a holistic approach to money in their lives by serving their family or business in achieving financial security.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jeff Mall.

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.

ABC’s The Chew features Northwestern Mutual’s Childhood Cancer Program

ABC’s The Chew stirred up a delicious lemonade recipe in support of Northwestern Mutual’s Childhood Cancer Program and partnership with Alex’s Lemonade Stand Foundation. See the story of financial representatives Jessica and Jeff Salazar and their son, Austin, and their personal fight against childhood cancer.

What Can You Expect When Working with Me

Watch this short video to discover how my unique approach to financial planning may benefit you.

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When is it a good time to take on debt?

When you want something such as an education, a new car, a new TV, or a home, it’s not uncommon to take out a loan or even use your credit card. In this month’s Ask the Financial Expert column, our experts weigh in on the topic and discuss “good debt versus bad debt” and how debt as a whole affects our economy.