Professional

Jarrod and his team won the Virginia Group's 2011 Financial Representative of the year award.

Jarrod started with the Northwestern Mutual shortly after graduating from the University of Virginia.

He has earned the following professional designations:

CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Certificant: Sponsored by the Certified Financial Planner Board of Standards, designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board’s Code of Ethics and Professional Responsibility.

Chartered Financial Consultant® (ChFC®): Sponsored by The American College, designees complete nine college-level self-study courses in financial planning, income taxation, investments, and estate and retirement planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

Chartered Life Underwriter® (CLU®): Sponsored by The American College, designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

Chartered Advisor for Senior Living® (CASL®): Sponsored by The American College, designees complete five college-level self-study courses in investments, estate planning, health and long-term care financing, and financial decisions for retirement; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

Associations and Memberships:

Jarrod Markley is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

He is a member of the The Financial Planning Association(FPA®) which is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. They help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Jarrod is a member of the Central Virginia Estate Planning Council, and is a member of the Leadership Charlottesville Alumni Association.

Jarrod Markley, CFP®, ChFC®, CLU®, CASL®
Wealth Management Advisor


Physicians Nationwide

 

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