Jeff Mall
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, RICP®
Personal
I've lived in Jacksonville for 46 years and married to Allison for 27 years with 3 wonderful children - Elizabeth, Jeffrey, and Patrick in the Mandarin area.
When I’m not spending time with my family and friends, much of my time is spent serving in various church ministries, volunteering in the community and coaching youth sports.
Professional
Over the last 28 years I've had the privilege to serve individuals, families and businesses in both creating and preserving financial security.
As my business has grown over the years, I've been fortunate to help my wonderful clientele work to achieve financial security, and I've seen that impact first-hand through the products and services I can offer through Northwestern Mutual.
My professional training and experience includes:
CERTIFIED FINANCIAL PLANNERTM – As a CFP® professional, I have completed extensive training and experience requirements and am held to rigorous ethical standards which help me to understand the complexities of the changing financial climate and make recommendations in your best interest.
Chartered Life Underwriter® (CLU®) – The CLU® is the premier designation for insurance professionals and continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management.
Chartered Financial Consultant® (ChFC®) – The ChFC® program provides the most current and comprehensive financial planning by combining the key financial planning fundamentals, with practical applications to put those theories to work.
Chartered Advisor For Senior Living® (CASL®) – Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares financial professionals to lead clients from middle age through management, preservation, and transfer of wealth.
Retirement Income Certified Professional® (RICP®) – As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.
Qualified Plan Financial Consultant (QPFC) – The QPFC credential requires advisors to demonstrate their knowledge, expertise and commitment to working with retirement plans as fiduciaries.
Here are my areas of expertise
Financial Planning
Wealth Management
Investment Planning & Strategies
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Business Planning & Succession
Multigenerational Planning
Lending a hand in my community.
I have the privilege in serving in various roles in the community. In the past, I have served on various boards, chaired community fundraising events, and facilitated multiple conferences and retreats. I'm fortunate with my practice to have the flexibility to make the time to serve and volunteer in the community in these different roles. Here are some of the organizations we partner with:
Jacksonville Catholic Businessmen
The Jacksonville Catholic Businessmen was started over 25 years ago here in Jacksonville by Bob Shircliff and Jim Knutzen. This group of Catholic businessmen attend a quarterly mass with the Bishop of our Catholic Diocese. Afterwards we enjoy breakfast together and then hear from Bishop Pohlmeier about relevant events locally, nationally and internationally. Our final quarterly meeting of the year is a mass and dinner in the evening. A small committee of men throughout the years have organized these events and since 2011 I’ve had the privilege of serving in this capacity.
Florida State College at Jacksonville Foundation, Inc.
Established in 1975, the FSCJ Foundation is a 501(c)(3) nonprofit organization and the officially designated means of making private, charitable contributions to Florida State College at Jacksonville. Our purpose is to secure funding and cultivate community partnerships that empower FSCJ to fulfill the College’s mission: to create equitable, high quality, success-driven learning experiences for our diverse community of students. We believe providing the opportunity of education, to those who can most benefit from it, is vital to our community’s future, and fuels the passion behind our work. I have served as a member of the Investment Advisory Committee since 2021 and starting in January 2024 serving as a board member and Treasurer of the Board.
St. Joseph's Catholic School Advisory Board
My children have attended St. Joseph’s Catholic School over the past 16 years and I’ve had the privilege to serve on our School Advisory Board since 2016 most recently served as Chair from 2016-2023 and now immediate past Chairmen. The School Advisory Board (SAB) serve in an advisory capacity to the Administration, concerning itself with all matters pertaining to the operation of St. Joseph Catholic School. Our board and its committees serve the students, parents, teachers and administration. We focus on long and short-range policy development and formulation; financing, including budgeting and policies for financial management; public relations, and development.
Young Catholic Professionals Jacksonville
YCP was founded in 2010 to help young professionals connect with one another and maintain their Catholic faith while pursuing demanding careers. YCP currently has official chapters in over 30 cities across the country and Jacksonville’s chapter was founded in 2016. The mission of YCP is to encourage young adult professionals to Work in Witness for Christ. YCP brings young adults together for speaker events, panel discussions, and networking to foster Catholic identity, to encourage community, and to inspire a call to action. I served on this board for 6 years from 2016 - 2022 and am currently a YCP Mentor.
Diocesan Pastoral Council
The Diocesan Pastoral Council meets quarterly, and its purpose is to provide advice and counsel to the Bishop of the Diocese of St. Augustine in his pastoral care of the Catholic Church and its parishes locally. Bishop Felipe Estevez appointed me to the DPC in 2016. I served on this council from 2016 - 2022.
Families Following Christ
Families Following Christ (FFC) was founded in 2005 as a ministry to families, men, women and children. There are several meetings monthly as well as social & spiritual events throughout the year. My wife, Allison and I served in leadership from the beginning until 2017 and are still active participants in the local chapter and provide mentorship both locally and to other chapters outside of Jacksonville.
Jacksonville Chapter of Business Ethics Forum
My friend and local businessmen, Dick Erickson, had a desire to instill more ethics in the workplace and discuss the topic of how faith impacts all aspects of business. We started a local chapter in Jacksonville based on the work of Bill Bowman. The Business Ethics Forum was a group of local businessmen and women who met for monthly lunch meetings from 2012 – 2014 to discuss real life case studies, management tools, consulting services.
Florida Eucharistic Congress Diocese of St. Augustine
The Florida Eucharistic Congress hosted by the Diocese of St. Augustine is an annual 2-day event held in Jacksonville, FL attended by 10,000+ people. Since 2012 I’ve had the privilege to serve on the Steering Committee responsible for organizing the event. My primary role has been the Finance Chair and organizing a social gathering for Young Adults at the end of the Congress. I served on this committee from 2012 - 2020.
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.
