Financial AdvisorJay Van Beusekom
Do you have a question? I'm here to help.
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States Insurance Licensed:
WI, IL, MA, TX, FL, OH, TN, DC
Primary Location:
This is where I work and meet with clients.
N16w23217 Stone Ridge Dr
Ste 120
Waukesha, WI 53188
US
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LUTCF, RHU

With a career spanning nearly four decades, I have been helping individuals and families across Southeastern Wisconsin feel more confident about their financial future since 1985. I take pride in working with my clients to create customized strategies using insurance and financial products tailored to their specific needs – taking the confusion out of retirement planning and offering some peace of mind in the process.

I earned my bachelor's degree from the University of Wisconsin – La Crosse in 1982 and hold multiple licenses and designations, including the Series 6, 63, and 65 securities licenses, as well as the Registered Health Underwriting (RHU) and Life Underwriter Training Council Fellow (LUTC) designations. I'm a long-time active member of the National Association of Insurance and Financial Advisors (NAIFA), a qualifying and lifetime member of the Million Dollar Round Table (MDRT) since 1998 and have served on Chairman's Council at Mutual of Omaha since 1999. These professional accomplishments reflect my ongoing commitment to staying current in an ever-changing industry, striving to provide my clients the best advice possible.

My goal is to make every client feel confident and informed when it comes to their financial decisions. I strive to create a comfortable, approachable experience, one where clients feel supported and never overwhelmed. I live and work in Southeastern Wisconsin with my wife, Sara. We've been married since 1990 and have three wonderful children – Becky, Jake, and Zach – and a grandson, Van. Outside of work, I stay active in the Germantown community through volunteer work and local sponsorships, and I enjoy traveling with family and friends and cheering on the Brewers and Packers.

JVB Financial and Mutual of Omaha are not affiliated.

Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote

Financial AdvisorJay Van Beusekom

LUTCF, RHU

With a career spanning nearly four decades, I have been helping individuals and families across Southeastern Wisconsin feel more confident about their financial future since 1985. I take pride in working with my clients to create customized strategies using insurance and financial products tailored to their specific needs – taking the confusion out of retirement planning and offering some peace of mind in the process.

I earned my bachelor's degree from the University of Wisconsin – La Crosse in 1982 and hold multiple licenses and designations, including the Series 6, 63, and 65 securities licenses, as well as the Registered Health Underwriting (RHU) and Life Underwriter Training Council Fellow (LUTC) designations. I'm a long-time active member of the National Association of Insurance and Financial Advisors (NAIFA), a qualifying and lifetime member of the Million Dollar Round Table (MDRT) since 1998 and have served on Chairman's Council at Mutual of Omaha since 1999. These professional accomplishments reflect my ongoing commitment to staying current in an ever-changing industry, striving to provide my clients the best advice possible.

My goal is to make every client feel confident and informed when it comes to their financial decisions. I strive to create a comfortable, approachable experience, one where clients feel supported and never overwhelmed. I live and work in Southeastern Wisconsin with my wife, Sara. We've been married since 1990 and have three wonderful children – Becky, Jake, and Zach – and a grandson, Van. Outside of work, I stay active in the Germantown community through volunteer work and local sponsorships, and I enjoy traveling with family and friends and cheering on the Brewers and Packers.

JVB Financial and Mutual of Omaha are not affiliated.

States Insurance Licensed:
WI, IL, MA, TX, FL, OH, TN, DC
Primary Location:
This is where I work and meet with clients.
N16w23217 Stone Ridge Dr
Ste 120
Waukesha, WI 53188
US
broker check button

Protect Your Kingdom

I'm here to help you protect what matters most

As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

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