Richard J Jacobs, CLU®, LUTCF®, CLTC®

Financial Representative


Before Richard Jacobs can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Richard.

Richard Jacobs started his career in the financial services industry in 1991 with a major financial services firm. After much success, in 1996, Richard decided to open his own practice with Northwestern Mutual. Rich has built a solid financial planning practice based in Melville, NY. In 2014 Richard Jacobs celebrated 18 years of service with Northwestern Mutual.

Career Achievements

Richard Jacobs has earned numerous awards throughout his career, including the National Sales Achievement Award and National Quality Award and in 2001 was awarded the Rudolph F. Stegemann Award. See more achievements below:

Years of Experience

Representing Northwestern Mutual since 1996.


Degree Major Institution
Bachelor of Arts Economics State University of NY at Stony Brook

Awards and Recognition


National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 2000-2010

Award recognizing persistency and performance


National Sales Achievement Award 2002, 2004

Award recognizing performance


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