Jason Newsome- Northwestern Mutual

Jason Newsome- Northwestern Mutual Jason Newsome, is a Northwestern Mutual Financial Advisor who helps individuals and small business ow

My mission is to help you create a lifetime of financial security. Whether you’re planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and
recommendations based on your priorities. I offer expertise in retirement income planning, estate planning

and wealth management planning. I'm also backed by a team of Northwestern Mutual professionals who specialize in business succession
planning, employee and executive benefits planning, and planning for long-term care.

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this articl...
07/20/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. http://spr.ly/6183B8i9pZ

07/17/2026

If you feel stuck, it's understandable. That's why I'm here. I'll meet you where you are and help find opportunities that can get you where you're going.

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversific...
07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6183BEprzS

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want ...
07/14/2026

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want to live just yet, but I can help you make a plan to get there.

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary exam...
07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6184BEpMHY

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6185BDmlLB

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip bud...
07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6185B6tS9P

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky ...
06/30/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6183BDvhYB

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6185B890k5

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

Address

9713 NORTHCROSS CENTER Court, Ste: 300
Charlotte, NC
28269

Website

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