Jacob Halfhill
Financial Advisor|CFP®
Personal
A native of Pittsburgh, Jacob is a proud graduate of Purdue University. Jacob enjoys having ties both the Midwest and East Coast. In the same vein, travel and life experiences are things that Jacob holds near and dear to his heart. He is very intentional about creating meaningful memories for himself and those around him.
Professional
Jacob has been a part of the financial service industry since 2022. He values continued education to maintain mastery of wealth management to better service his clients.
Jacob carries the following certification:
- CFP® | CERTIFIED FINANCIAL PLANNER™
- The upmost important aspect of a CFP® is that they have a mandatory fiduciary duty, meaning they must make decisions with their client’s best interest in mind at all times no matter the circumstances.
- Jacob is one of the youngest recipients to ever achieve this designation.
- Certified Financial Planner (CFP Board Profile)
Jacob has passed the following examinations:
- FINRA Series 6, 7, & 63 (BrokerCheck)
These designations have helped him implement strategies designed to maximize goal-based planning and execute high level investment concepts, all while maintaining his fiduciary responsibility.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Education Planning & Funding
Multigenerational Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Disability Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
