James D Kimball
Financial Advisor|CLTC®
Personal
Jamie grew up in Grand Rapids, MI. He attended the College of Charleston in S.C. and majored in Economics and Finance. Jamie was a member of the College of Charleston sailing team for 4 years and was a collegiate national champion his senior year. Upon graduating, Jamie received the Condon Memorial Award for the most distinguished graduate in Economics and Finance. He was also a collegiate sailing academic All-American.
Jamie is currently married to Jessica and they have 2 children, Jacob and Olivia, and a dog, Brooke. They enjoy sailing, fishing, hunting, and having fun!
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.
Jamie is a graduate of the College of Charleston in South Carolina with a Bachelor of Science in Economics and Finance. Upon graduating College, Jamie received the 2006 Condon Memorial Award for Most Outstanding Graduate in Economics.
Qualifications
Securities License
Life, Health, Annuities, Long Term Care and Disability License
Education
College of Charleston, S.C. - Economics and Finance (Bachelor of Science)
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
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
