Jake Robbins
Wealth Management Advisor
Professional
Jake Robbins is a Wealth Management Advisor at Northwestern Mutual. Originally from Ada, Oklahoma, he played golf for East Central Oklahoma University from 2006-2008. While attending East Central University he served as the Vice President of the Student Athletic Advisory Committee for the Lone Star Conference. He then received his Bachelor of Business Administration in Finance at the University of Central Oklahoma, Edmond, Oklahoma.
Jake began his career as a financial advisor as a college intern while attending the University of Central Oklahoma. After completing the Northwestern Mutual internship program, ranked #4 overall across all industries on the Vault's Top 50 Internships for 2017, he began his career as a full-time financial advisor specializing in providing solutions to Physicians, Dentists, and Executives.
In addition to serving as a disability specialist and group disability specialist for Northwestern Mutual, he is also one of 4 Northwestern Mutual Advisors to sit on the disability insurance product advisory committee, which is a select group of advisors chosen by the Northwestern Mutual home office to assist them with the design of their disability insurance policy offerings.
He is a member of the Million Dollar Round Table (MDRT), and holds his FINRA Series 6, 7, 63 and 65 licenses.
Jake is a member of the National Association of Insurance and Financial Advisors (NAIFA), Oklahoma City Chamber of Commerce, & a former member of Physicians Nationwide.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2014-2015
- 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
- NAIFA Quality Award 2013-2015
- Award recognizing commitment to excellence in service to clients and industry
- Northwestern Mutual Rookie of the Year for 2012, 2013
- Northwestern Mutual Lives leader 2012
- New Client leader 2012, 2013
- Northwestern Mutual FORUM 2017
- Northwestern Mutual Leader Summit 2017
Personal
Outside of work he enjoys Golf and spending time with his family. Jake volunteers for the Central Oklahoma Humane Society and the Red Cross. He currently resides in Nichols Hills, Oklahoma with his wife Raegan, and their three daughters.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational 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.
