Jacob Thomas Scoggin
Managing Director|ChFC®, ChSNC®, CLU®, RICP®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Education
- Bachelor of Science in Life Sciences from United States Military Academy at West Point
- Master of Science in Biomedical Technologies from University of Mississippi Medical Center
- Chartered Financial Consultant (ChFC) Designation from The American College of Financial Services
- Chartered Special Needs Consultant (ChSNC) Designation from The American College of Financial Services
- Chartered Life Underwriter (CLU) Designation from The American College of Financial Services
- Retirement Income Certified Professional (RICP) Designation from The American College of Financial Services
Personal
As a United States Military Academy graduate and U.S. Army veteran, Jacob understands dedication to his profession and conducting business in a professional manner. Jacob was born and raised in Mississippi, and upon graduating high school he decided to serve his country by attending West Point and commissioning as a U.S. Army officer. After separating from the military in 2021, he decided to continue his passion of service by starting a career with Northwestern Mutual as a financial advisor. His passions include creating targeted financial plans, fly-fishing, and sharing stories with wonderful people.
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.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Business Employee & Executive Benefits Planning
Disability Planning
Estate Planning
Long-Term Care Planning