Jeff Mall, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

My Team

As a wealth management advisor for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business.  Our team is comprised of professionals dedicated to proving integrated wealth management and financial planning.  With the support of a dedicated team, we stand committed to providing you the best client service possible. If you have a problem or need assistance at any time, please let us know.

  • Kembri Johnson, Director of Client Services, is my central point of contact for the risk management aspect of my practice.
  • Ricky DiDeo, Director of Financial Planning, is my central point of contact for the financial planning aspect of my practice.
  • Stacy Shadrick, Marketing Assistant, assists me with your scheduling needs for my practice.
  • Kristi Blythe, Marketing Assistant, assists me with your scheduling needs for my practice.
  • Grayce Somerville is part of the Financial Planning Support team that assists me with the back office investment operations and the wealth management aspect of my practice.
  • On occasion I also work jointly with other Wealth Management Advisors, Financial Advisors and other specialists in my local office and throughout the country to help meet the needs of my clients.

 

 

 
Kembri Johnson

Kembri Johnson

Director of Client Services
Office 904-598-3626

Kembri has been working in the Financial Services Industry for 5+ years. Prior to joining our team in 2020, Kembri worked with Prudential Insurance. Kembri’s experience has given her appreciation into the value of insurance, and its purpose to provide long-lasting protection from loss. She holds her Life, Health and Annuity License. Kembri serves as the Director of Client Services for my practice and is the central point of contact for the risk management aspect of the practice. As a Jacksonville native, Kembri enjoys walking the beach, music, spending time with her family and sports (Go Jaguars!).

How can Kembri help you?

  • Insurance policy changes and servicing
  • Insurance policy loans and billing
  • Provide in-force ledgers for insurance
  • Provide information regarding term conversions
  • Provide consolidated investment account and policy reports
  • Schedule an appointment with Jeff or another member of the team
  • Update your personal information for your accounts
  • Direct client’s questions to the appropriate team member
  • Communicate with Jeff or another member of the team for any client related needs
 
Ricky DiDeo

Ricky DiDeo

Director of Financial Planning
Office 904-598-3559

Ricky is a former Financial Representative intern with our local Jacksonville office.  He received his degree in Financial Services from the University of North Florida. Ricky will be working as the Director of Financial Planning for my practice and learning other aspects of both the wealth management and risk management part of the industry.  

How can Ricky help you?

  • Provide consolidated investment account and policy reports

  • Provide updates to your financial plan

  • Schedule an appointment with Jeff or another member of the team

  • Update your personal information for your accounts

  • Direct client’s questions to the appropriate team member

  • Communicate with Jeff or another member of the team for any client related needs


 

 
 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.