Jason Newsome- Northwestern Mutual

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Jason Newsome- Northwestern Mutual Jason Newsome, is a Northwestern Mutual Financial Advisor who helps individuals and small business ow

My mission is to help you create a lifetime of financial security. Whether you’re planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and
recommendations based on your priorities. I offer expertise in retirement income planning, estate planning and wealth management planning. I'm also backed by a team of Northwestern Mutual professionals who specialize in business succession
planning, employee and executive benefits planning, and planning for long-term care.

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market co...
10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6186BHrnfQ

10/20/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6187BGUACd

10/16/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6183BH8N2t

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6180BH8icO

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6182BGLtFI

10/02/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

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9713 NORTHCROSS CENTER Court, Ste: 300
Charlotte, NC
28269

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