Jay D Gilberg, MBA, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor


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



Helping clients plan today for all their tomorrows with a strategic process that will help give them the peace of mind that they are moving confidently in the direction they desire.



M.B.A. Business Management, Washington State University
B.A. Accounting, University of Washington
A.A. General, Clark College


Professional Designations:

Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Retirement Income Certified Professional (RICP®)
Life Underwriter Training Council Fellow (LUTCF®)
Associations and Memberships:
National Associations of Insurance and Financial Advisors
Lifetime member of Beta Alpha Psi the International Honor Organization for Financial Information Professionals
Awards and Recognition:
National Association of Insurance and Financial Advisors Quality Award   2011-2013
Award recognizing commitment to excellence in service to clients and industry
Years of Experience:
Representing Northwestern Mutual since 1995.

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