Professional

Coming out of college, I wanted to find a rewarding career for which I felt energized about coming to work everyday but also make a difference in many people´s lives. I am more excited than ever about the solutions that I implement with my clients, real alternatives that will provide confidence for a lifetime.

Associations and Memberships

Continued Growth

Continuing to deliver on my commitment to help our clients achieve financial security, I earned a  Chartered Life Underwriter (CLU®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Awards and Recognition

Million Dollar Round Table (MDRT)
Jeremy Barlow is a Million Dollar Round Table (MDRT) Qualifying Member. MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

National Quality Award / NAIFA Quality Award
NAIFA's longest-standing award, the National Quality Award recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.

Education

Bachelor of Science (B.S.) in Finance, University of Utah

Jeremy J Barlow, CFP®

Wealth Management Advisor

 

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