Professional Story

Jason joined Northwestern Mutual in 2001 where he quickly distinguished himself as a successful financial representative, earning the new agent’s bronze, silver, gold, and platinum awards for four consecutive years (2002-2006) and qualifying for Million Dollar Round Table (MDRT) every year since he joined Northwestern Mutual. In 2007, Jason met the criteria to become a Financial Advisor. In 2009 Jason formed Lewis Financial, creating the legacy he chartered after. The following year, in 2010, Jason earned his designation of CLU® (Chartered Life Underwriter) and in that same year became an advisor with Northwestern Mutual Wealth Management Company.

In addition, Jason earned ChFC® (Charter Financial Consultant) in 2011. Jason has been recognized by the National Quality Award from the National Association of Insurance and is a member of Northwestern Mutual’s exclusive honors of Forum (top 250 in company).