Originally from the small community of Albany, MN, Jake always knew that he wanted to get involved in a career that would allow him to make a significant impact on those around him. With Jake's background of economics and finance that he attained at Saint John's University (MN), he took a position as a Northwestern Mutual Representative intern in 2005 so that he could start attaining his goal of helping others.

Now as a Wealth Management Advisor with Northwestern Mutual in St. Cloud, MN, Jake continues to financially impact his clients by assisting them in getting to know the goals that are most important to them and putting together a comprehensive plan to help them attain their goals. As the Young Person Market Specialist, Jake assists young professionals, couples, and families in creating personalized financial plans that allow clients to put protective measures in place and execute the steps necessary to respond to whatever life brings.

Jake also feels that education is very important and that his clients deserve an Advisor with the knowledge and skills that education presents. This led to the decision to obtain his CERTIFIED FINANCIAL PLANNER™ certification (CFP®), Charted Financial Consultant (ChFC®), and Certified Life Underwriter (CLU®) designations.

Jake has been helping clients feel financially secure since 2005. He helps clients understand what to prepare for and protect. Jake's team uses a no-nonsense approach to help clients navigate through the complexities of financial planning.

Jacob Overman public speaking

Jake spoke this year to his colleagues across the state giving important details on product updates for all markets. Jake is a leader in his local organization and the country and continues to give back in educating other advisors for the benefit of the community.

Awards and Recognition


Million Dollar Round Table Qualifying Member 2012, 2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 2009-2010

Award recognizing persistency and performance


National Sales Achievement Award 2009-2010

Award recognizing performance

Jacob R. Overman, CFP®, CLU®, ChFC®

Wealth Management Advisor


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