Professional

Jessica joined Northwestern Mutual – West Los Angeles as a Financial Advisor in 2014, and recently recolated her practice to Orange County. Her greatest professional achievements can be measured by the impact she has on her clients’ lives and financial security. Jessica holds her Series 6, 7, and 63 FINRA registrations, as well as a CFP and CLU designation. In 2016 & 2018, Jessica was recognized as the #1 ranked advisor as compared to her peers in the Western Region of the United States.  She was #2 in 2017 & 2019, and was recently ranked #7, nationally, in 2018.

Jessica received her B.A. in Communication with a minor in Kinesiology, cum laude, from St. Mary's College of California. As an undergrad, she was a member of the Division I women's soccer team all four years, and it was at SMC where she met her husband, Anthony, who was a three-year starter on the St. Mary's baseball team, before going on to play for the Oakland Athletics organization for seven seasons. 

Licenses

  • Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
  • Series 7 - All Security Products

Certifications and Designations

  • CFP® – The CERTIFIED FINANCIAL PLANNER™ certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
  • CLU® Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.

Jessica Aliotti, CFP®, CLU®, ChFC®

Financial Advisor

 

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