Jason D Bertram
Financial Advisor|CLU®, ChFC®, ChSNC®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jill E Bertram
Associate Financial Representative
Jill was first introduced to Northwestern Mutual through her husband, Jason Bertram, and joined his practice in 2006 as his Associate Financial Representative.
With over 15 years experience in the financial services industry, Jill is licensed in Life, Accident & Health, Variable Life & Variable Annuities and holds her Series 6 and 63 Securities registration.
Prior to that, Jill worked as a Creative Services Manager for a marketing agency in Minneapolis. She graduated from Minnesota State University Moorhead (MSUM) with a Bachelor of Science degree in Mass Communications/ Advertising and minor in English Writing. Jill also has a Post Baccalaureate Certificate in Graphic Design from Minneapolis College of Art and Design (MCAD).
Jill’s favorite part about working for Northwestern Mutual is the freedom it allows her to have a family while working part-time, full-time and somewhere in-between as well as continuing to help her husband’s financial practice grow.
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.
