Utica

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Putting
people first.

Get to know our leadership team

Leadership at the Utica office is dedicated to doing good for our clients, employees and community.

Daniel Jones

CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

Proudly born and raised in West Winfield, NY, I was anxious to build my career close to home to help shape and better my community. I began my career at Northwestern Mutual in 1998 which has led me to some amazing opportunities, including becoming Managing Director of our New Hartford, NY office. Our mission at... Read More

Proudly born and raised in West Winfield, NY, I was anxious to build my career close to home to help shape and better my community. I began my career at Northwestern Mutual in 1998 which has led me to some amazing opportunities, including becoming Managing Director of our New Hartford, NY office. Our mission at DBJ Wealth Management is to help our clients make smart decisions with money. Read Less

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Utica

Our location

19 Campion Rd
New Hartford, NY 13413

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

© 0 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of (FINRA) and (SIPC), and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Daniel B Jones is a District Agent of NM, NLTC, a Registered Representative of NMIS, and a Representative of NMWMC.

Daniel B Jones, District Agent, Northwestern Mutual has Financial Representatives that are primarily licensed in NY.

AR License: 2261516
CA License: 4076746

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

Christine Archer, Jolie Barnello, Ann Brnik, Kelli Cavo, Michael Darchangelo, Mandie Dexter, Desiree DiNigro, Molly Dougherty, Ashleah Ford, Emily Grace, Kenneth Hearne, Max Heller, Camryn Holtz, Tina Hover, Ryan Huberty, Chelsea Liddle, Allison Lizotte, Lindsay Ljuca, Amber Love, Deborah Messina, Felicia Nolan, Megan Perrault, Suzanna Price, Nii Sowah, Mallory Terns, Makayla Turner, Alexa Van Auken and Olivia Vinci are employed by the General Agent and associated with the local office listed. Recruiters are not licensed insurance agents, registered representatives of a broker-dealer, investment adviser representatives of a registered investment adviser, or representatives of a federal savings bank.