Jessica Holte

Financial Advisor

  • Mobile 404-797-3122
  • Office 330-668-6140

Jessica's Mission

"My mission is to assist clients in understanding their vision of financial success and to help them achieve their financial goals."

Financial success isn't something that happens by chance, it takes commitment, strategic planning, and a dedicated advisor's guidance.  Laying the foundation of a financial plan is the first step on the road to achieving your financial goals.  As your trusted financial advisor, Jessica looks forward to working with you to create a customized plan – a road map – toward your financial success.

Jessica Holte assists her clients with financial planning including: a customized financial plan (Personal Planning Analysis “PPA”); insurance strategies (term life insurance, whole life insurance, disability insurance, long-term care insurance); retirement savings strategies (IRAs, 401k rollovers, ROTH IRAs); college savings plans; and annuities. 

Financial Planning: The Key to Reaching Your Money Goals

Think of financial planning like a roadmap — a guide that helps you meet financial goals and celebrate life’s milestones (like getting married or sending your kids to college) all with a sense of security. Whether you’re buying your first home or planning for retirement, here’s what a financial plan can do for you.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, Jessica Holte and her team will provide you with a balanced approach to achieving your goals of financial security—assuring that your intentions have been understood and all financial needs are being addressed. When it comes to implementing solutions, the full capabilities of Northwestern Mutual will be leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients.

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