Northwestern Mutual Private Client Group

Jake Meredith

Jake Meredith

Wealth Management Advisor

JJR Financial
  • WMCP®
  • AR License: #17325988
  • CA License: #0K81491
  • NPN 17325988

5950 Berkshire Ln, Ste 500
Dallas, TX 75225

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About my practice

As a Dallas native, I enjoy taking my clients through the process of creating and implementing their financial plan. The planning process starts with getting to know you and your family, understand what is most important to you, what your aspirations are and where you are trying to go. My team is equipped to work with families, businesses, Big 4 Accounting Professional and many other industries.

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