As a Northwestern Mutual Financial Representative, in all situations Jerry will make those recommendations which he would make for himself and his family if faced with a similar situation.
By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Jerry will do his best to help you protect and provide for those people you care about most. He will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for myself.
Jerry’s mission is to help successful business owners, executives and professionals build financial security . . . to help them move from success to significance. Jerry accomplishes this by helping clients design and build solid financial plans, founded upon their individual value systems and constructed to stand the test of time. His mission is different from others in the financial services industry in that he provides sound guidance with the intent to help clients preserve their dignity and legacies. When providing solutions to a client’s financial needs, Jerry Cox uses a highly disciplined and structured approach.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
