Jared A. Dosch, CLU®, ChSNC, CFP®

Wealth Management Advisor

Professional

Jared Dosch started with Northwestern Mutual through the Internship Program whle he was in college. Upon graduation, Jared became a Full-Time Financial Representative.  Since then, he has devoted himself to offering his clients world-class service.  Jared believes in continuing education, to stay current and relevant in today's changing marketplace. Upon completion of a comprehensive curriculum on financial and insurance topics, along with a series of written exams, The American College awarded Jared Dosch the CLU® (Chartered Life Underwriter) designation.

Jared has also taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks. You can learn more at www.cfp.net.

In addition, Jared is passionate about assisting families with special needs. He understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. That is why he also worked to earn the Chartered Special Needs Consultant (ChSNC®) designation from The American College.

Part of Jared's service is ensuring that his clients have access to his professional network, such as bankers, attorneys, accountants, realtors, etc.

 

 

Associations and Memberships

Jared Dosch is a member of the National Association of Insurance and Financial Advisors (NAIFA). Past-President of the Zanesville Chapter of the National Association of Insurance and Financial Advisors.

 

 

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