Professional

 

               My tenure with Northwestern Mutual began in February 2013 as one of the top interns in the company. Over the years, I have been very involved in my financial planning practice; speaking at numerous engagements both locally and nationally. 

 

               In over four short years, my practice has expanded from solely Memphis-based to a multi-state practice centered in Murfreessboro, Tennessee that continues to assist many clients with their holistic financial goals across the globe. 

 

               In December 2017, I gained accreditation with the Beyond the Exam Room program for Physicians. The 3-course program presented first hand information taught by physicians on various topics covering the evolving needs and challenges of the modern healthcare system.

 

               I am a proud Alumni of Christian Brothers University, in Memphis, TN where I obtained my Bachelors in Business Administration with Finance Concentration. I also served as Vice Chair for the New Memphis Institute’s Embark Alumni Board and Polemarch of the Omicron Epsilon chapter of Kappa Alpha Psi Fraternity, Inc. I am currently the treasurer of the Collegiate Life Investment Foundation which is a non-profit designed to raise awareness of the dangers of distracted driving.

 

              My wife, Essence, and I were married on November 1, 2015 and have two wonderful daughters, Chloe and Olivia, who couldn’t be more amazing!

 


 

Connected with more than 60 other experts at the First Northwestern Mutual Medical Market school to dive into best practices and fresh ways to help physicians and dentists with financial planning.

It was truly an enjoyable honor to be a guest speaker at the 2016 National Medical Association Conference in Los Angeles! I was able to offer my expertise in finance and also learn more to assist my medical clientele.

 

 


 

 

Received recognition in 2017 for being the number 7 Gold Former Intern Advisor in the Company.

 

Awarded Top 10 in Client Acquisition for interns in 2013 during the company's 2014 Annual Meeting.

 

Education

Degree Major Institution
Bachelors of Business Administration Finance Christian Brothers University - Memphis, Tennessee

Jamal Threlkeld

Field Director

 

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