Jacob Murphy
Position:
Founder, Financial Advisor | CFP®, CPALocation:
5201 Eden Ave Ste 200, Edina, MN 55436Jacob graduated from Bethel University with a degree in Accounting & Finance. He then earned his CPA certification and has over 13 years of experience in the financial industry in a variety of work, consulting with small to large businesses. Through this, he became a trusted resource in Corporate America & the business owner market. Learning how important it is for businesses to have a vision and plan for the future, Jacob took his experience and knowledge he gained and decided to work directly with successful individuals, families, executives and business owners on their wealth accumulation strategies. As a Wealth Management Advisor, this allows him to align his passion, skillset, values and desire to help people to build lasting relationships.
CERTIFIED PUBLIC ACCOUNTANT
Jacob Charles Murphy is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.
Jacob Charles Murphy is primarily licensed in MN and may be licensed in other states.
CA License: 4122658
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education
- Bethel University with a degree in Accounting & Finance
Languages
English (fluent), Italian (fluent).